Former Cardiff financial adviser firm David Craig (FRN 503340) has been declared as failed by the Financial Services Compensation Scheme.
Read more ...CISI appoints new director of learning
- Tuesday, 26 September 2023
- Articles

The Chartered Institute for Securities & Investment has recruited Mandy Gill from the Gambling Commission to be its new executive director of global learning.
Read more ...Cutting client stress is focus for World Planning Day
- Tuesday, 26 September 2023
- Articles

Research showing that Financial Planning can play a key role in reducing financial stress and worries for clients will be published to mark this year’s World Financial Planning Day on 4 October.
Read more ...Defaqto launches product and platform switching tool
- Tuesday, 26 September 2023
- Articles

Defaqto has launched a new product and platform switching tool to help Financial Planners ensure clients’ investments provide fair value by removing time and complexity from pricing research.
Read more ...FCA and PRA publish tougher diversity and inclusion plans
- Monday, 25 September 2023
- Articles

The FCA and the PRA have published joint proposals to boost diversity and inclusion across the financial services sector and to help tackle the scandals and poor behaviour.
Read more ...Milton Keynes adviser firm fails with pension claims
- Monday, 25 September 2023
- Articles

Former Milton Keynes financial adviser firm Mike Norris Financial Services (FRN 542126) has been declared as failed by the Financial Services Compensation Scheme.
Read more ...Aviva snaps up AIG UK for £460m
- Monday, 25 September 2023
- Articles

Insurer Aviva is buying the UK protection arm of American International Group (AIG) for £460m.
Read more ...Rocha Lima heads new Planning firm making first acquisition
- Monday, 25 September 2023
- Articles

Leading Financial Planner Amyr Rocha Lima and fellow planner Ian Cooke have launched a new Financial Planning practice in Surrey and announced the acquisition of another Financial Planning firm.
Read more ...PFS adds ESG short course for advisers
- Monday, 25 September 2023
- Articles

The Personal Finance Society and Chartered Insurance Institute have launched a new Environmental Social Governance (ESG) short course for Financial Planners and advisers.
Read more ...Solicitor jailed for £2m lottery scam theft
- Monday, 25 September 2023
- Articles

Former solicitor Hugh Lansdell, 74, has been jailed for four years for committing fraud by stealing almost £2million from clients' trusts and accounts.
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