The Chartered Institute for Securities & Investment and the Chartered Insurance Institute - the parent body of the Personal Finance Society - are to share HQ offices in the iconic ‘Walkie Talkie’ building in the City of London.
The Sense IFA Network has been sold to new owners for £9.35m.
A fraudster who swindled the pension scheme of a charity out of more than £250,000 has been ordered to pay back the money he stole.
Nearly half of financial advisers who currently offer pension transfers may quit the market in the next 12 months, new research has warned.
Fast-growing Financial Planner Perspective Financial Group has acquired Wiltshire-based financial adviser Jones Hill, adding £44m in assets.
Financial information and technology firm Defaqto has hired ex-Morningstar exec Chris Deavin to head its new analytics service.
The Coronavirus pandemic is encouraging more under-55s to seek financial advice.
Standard Life’s Elevate platform is to add a new range of DFM partners for the first time through its new Separately Managed Accounts (SMA) service.
US-based financial guidance website and app NerdWallet has acquired UK price comparison site Know Your Money for an undisclosed sum.
ITN news presenter Natasha Kaplinsky will present an online news-style programme to mark the relaunch of the Personal Finance Society’s live events.
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