The independent Financial Services Consumer Panel, which advises the FCA, has announced three new members.

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Tracey Davidson has been appointed chairman of investment manager Heartwood from today and will also assume the new role of deputy CEO of Handelsbanken, Heartwood’s parent company.

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Wealth manager and Financial Planner Brewin Dolphin has completed the takeover of the wealth arm of Investec Group in the Republic of Ireland for just under £40m net.

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The Financial Planning Standards Board Ltd (FPSB), the global body for Certified Financial Planner certification, has appointed UK compliance consultant and lawyer Adam Samuel as one of two new directors.

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I remember a few years back when I worked at another media business that we had a presentation from a senior bod about the exciting technological future awaiting the company.

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I’ve often wondered exactly how many people regularly use an IFA and now we know - it’s about 8%, at least of the key so-called Generation X segment of the population, the important 39-54 year-olds.

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The mighty St James’s Place juggernaut seems to defy negative forces as the number of advisers working for it grows and grows.

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For Financial Planners, working with clients over many years and helping them plan towards a better, more secure and comfortable life in retirement must be one of the most rewarding aspects of the job.

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Well, that was a bit of a week, wasn’t it? Few could have guessed on Monday we would have started the week with one Chancellor and ended with another.

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I am beginning to wonder if low cost investment dynamo Vanguard is becoming the new Aldi of the investment world and what this means for the sector.

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