Wealth manager St James’s Place has revamped its brand and logo today, dropping the words ‘wealth management’ from the title.
Read more ...VitalityInvest launches advised client transfer service
- Friday, 28 January 2022
- Articles
VitalityInvest has launched a new transfer service for advisers enabling them to consolidate clients' investments on its platform.
Read more ...New Financial Planner joins Loch Fyne Financial
- Friday, 28 January 2022
- Articles
Glasgow wealth manager Loch Fyne Financial has hired experienced Certified Financial Planner Jackie Coyne as its newest adviser.
Read more ...Continuum adds new Chartered Financial Planner
- Friday, 28 January 2022
- Articles
South West Chartered Financial Planner Curtis Netherway has joined national adviser firm Continuum.
Read more ...17 graduates join 2022 Openwork trainee scheme
- Friday, 28 January 2022
- Articles
The Openwork Partnership, one of the UK’s largest adviser networks, has added 17 entrants to its 2022 graduate training scheme.
Read more ...Investment fraud scams rise by 42%
- Friday, 28 January 2022
- Articles
Investment fraud offences rose by 42% in the year to September 2021, according to the latest figures from Action Fraud.
Read more ...British Steel-linked Planner declared in default
- Thursday, 27 January 2022
- Articles
Channel One Financial Planning, one of the firms associated with claims linked to the British Steel Pension Scheme (BSPS), has been declared in default by the Financial Services Compensation Scheme.
Read more ...Fintel returns to positive net cash position after re-focus
- Thursday, 27 January 2022
- Articles
Fintech and support services firm Fintel - the owner of SimplyBiz - has returned to positive net cashflow helped by the sale of non-core businesses in 2021.
Read more ...UBS acquires US robo-adviser Wealthfront for £1bn
- Thursday, 27 January 2022
- Articles
UBS is to buy robo-adviser Wealthfront for £1.04bn to accelerate its digital growth ambitions in the US.
Read more ...Verso Wealth Management acquires Chartered firm
- Thursday, 27 January 2022
- Articles
Digital wealth manager Verso Wealth Management has acquired Chartered Financial Planning firm Pavis Financial Management.
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