A former divisional director for Brewin Dolphin has founded a new Raymond James branch in Cheltenham Spa.
Just 1 in 700 reported fraud cases reported in 2019 resulted in a conviction, despite an increase in the number of investment frauds reported.
UK dividends jumped 51.2% to £25.7bn in the second quarter, beating expectations, according to a new report.
Kenneth “Buzz” West, chairman of expanding wealth manager and Financial Planner Kingswood, has retired.
Wealth manager Brewin Dolphin has reported a 28.9% rise in Financial Planning income in its latest trading update.
Newly-launched Financial Planner and wealth manager AHR Private Clients has added three more wealth directors as its recruitment spree continues.
The Initiative for Financial Wellbeing, a non-profit membership organisation set up by Financial Planning firm entrepreneur Chris Budd, has been joined by two new recruits.
The FCA has banned former Quilter appointed rep David Nicholas King indefinitely after he was convicted of a number of theft offences.
Financial Planning software firm CashCalc, recently sold to FE fundinfo, has unveiled an app for iOS and Android which can be used by financial advisers and their clients to improve communication.
A third (31%) of UK homeowners over 40 who are not yet retired plan to work beyond their normal State Pension age, according to a new report.