The next Financial Planning Week, the CISI-backed, consumer-focused annual consumer campaign to spread awareness of good Financial Planning, will be held on 22-28 January.
Read more ...FCA publishes database price list
- Monday, 04 December 2023
- Articles
The FCA has published the full price list of its database, with marketing companies taking out a weekly subscription to its firms' and individuals' data being charged almost £18,000 a year.
Read more ...FCA gives investment companies disclosure boost
- Friday, 01 December 2023
- Articles
The FCA has published details of temporary measures which will give investment companies a chance to improve cost disclosure.
Read more ...Wren Sterling relaunches employee benefits arm
- Friday, 01 December 2023
- Articles
Expanding national Financial Planning firm Wren Sterling has relaunched its employee benefits business under a new brand called Workplace.
Read more ...New SJP CEO Mark FitzPatrick starts job today
- Friday, 01 December 2023
- Articles
Mark FitzPatrick, the new CEO of national wealth manager St James’s Place, has started work today in his new role after the company received regulatory approval for the appointment.
Read more ...76% of women happy with male or female advisers
- Friday, 01 December 2023
- Articles
Three in four women say the gender of their financial adviser is not important and they are willing to work with either male or female advisers, according to a new study.
Read more ...Mattioli Woods arm buys EIS manager
- Friday, 01 December 2023
- Articles
Maven Capital Partners, the private equity division of SIPP and Financial Planning firm Mattioli Woods, has acquired EIS manager Newable Ventures Limited as part of a move into the Enterprise Investment Scheme market.
Read more ...Tributes for 'crisis' Chancellor Darling who has died at 70
- Thursday, 30 November 2023
- Articles
Waverton launches 3 new multi-asset funds
- Thursday, 30 November 2023
- Articles
Owner-managed investment manager Waverton has launched three new multi-asset funds.
Read more ...Women a step closer to closing gender pension gap
- Thursday, 30 November 2023
- Articles
Generation Z women - those born between the late nineties and early to mid 2000s - are making steps towards closing the gender pension gap by prioritising saving for retirement better than other generations, according to a new report.
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