Intelliflo’s long-serving chief sales officer Wenda Field is to exit the company to pursue new challenges in a major sales reshuffle for the fintech firm.
Read more ...Raymond James exec to chair CISI Wealth Forum
- Friday, 09 October 2020
- Articles
Raymond James senior relationship manager Hamish Warnock ACSI has been selected as the new chair of the CISI Wealth Management Forum committee.
Read more ...Regulators warn advisers about SIPP property probe
- Friday, 09 October 2020
- Articles
The Financial Conduct Authority, the Financial Services Compensation Scheme and the Financial Ombudsman Service have warned Financial Planners to take action on any SIPP or SSAS investments in the German Property Group.
Read more ...Whitman AM appoints Le Flufy as new chief exec
- Thursday, 08 October 2020
- Articles
Newly-created Whitman Asset Management has appointed Araminta Le Flufy as its new chief executive, subject to FCA approval.
Read more ...AJ Bell urges new Minister for Scam Prevention
- Thursday, 08 October 2020
- Articles
Adviser platform AJ Bell has urged the Government to consider giving a minister specific responsibility for tackling financial scams.
Read more ...Hargreaves Lansdown benefits from NS&I rate cut
- Thursday, 08 October 2020
- Articles
Hargreaves Lansdown has reported a surge in new clients signing up to its cash savings service following government-backed NS&I slashing its rates in September.
Read more ...ABI and 32 member firms commit to diversity drive
- Thursday, 08 October 2020
- Articles
Wealth managers, professional associations, regulators, investment and protection providers have signed up to the Business in the Community’s Race at Work Charter.
Read more ...LV= pays out £6m in Coronavirus claims
- Thursday, 08 October 2020
- Articles
Protection provider LV= has paid more than £6m in Coronavirus-related income protection and death claims since March.
Read more ...Verve Group drive to find new Financial Planning talent
- Thursday, 08 October 2020
- Articles
Financial services and Paraplanning support firm the Verve Group has launched an initiative to attract new talent to the Financial Planning profession.
Read more ...1 in 4 clients have cut back on saving plans - PFS
- Wednesday, 07 October 2020
- Articles
More than 1 in 4 financial advisers (27%) taking part in a PFS straw poll said clients had reduced the amount they were saving and spending due to concerns about the impact of the Coronavirus pandemic.
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