Sanlam Investments, part of international financial services group Sanlam Ltd, has launched a US Absolute Return Fund.
Read more ...FCA urges Ponzi scheme victims to get in touch
- Tuesday, 08 October 2019
- Articles
The FCA has urged members of the public who lost money in an unauthorised scheme called the Churchgate Trading Syndicate and who may be eligible to receive some of their money back, to get in contact with the FCA.
Read more ...FP Week 2019: Firm reveals initiatives to boost planning
- Tuesday, 08 October 2019
- Articles
West Yorks-based Chartered Financial Planning firm Berry & Oak has thrown its weight behind the CISI’s Financial Planning Week with a number of initiatives aimed at boosting the Financial Planning profession.
Read more ...Transfer values ‘volatile’ over September, XPS data reveals
- Tuesday, 08 October 2019
- Articles
Transfer valued endured a volatile September, according to the latest data from XPS Pensions Group.
Read more ...FCA warns over Financial Planning firm clone
- Tuesday, 08 October 2019
- Articles
The FCA has issued a public warning about a clone firm using the name of respected Financial Planning firm boosst.financial.
Read more ...Changes at Schroders Personal Wealth as CEO moves on
- Monday, 07 October 2019
- Articles
Schroders has made changes to its leadership with Schroders Personal Wealth CEO James Rainbow moving to UK and Latin America Distribution head.
Read more ...Walker Crips launches new fintech firm
- Monday, 07 October 2019
- Articles
Investment management firm Walker Crips Group has launched EnOC Technologies (EnOC), a new company providing cloud-based regulation software to the wealth management industry.
Read more ...Ascot Lloyd plots 8 more acquisitions this year
- Monday, 07 October 2019
- Articles
Ascot Lloyd expects to complete a further eight acquisitions before the end of the year it has been revealed.
Read more ...FP Week 2019 gets underway with ‘life goals’ focus
- Monday, 07 October 2019
- Articles
The CISI’s Financial Planning Week got under way today, with the event running until Friday.
Read more ...73% of pension schemes ‘need to combat climate change’
- Monday, 07 October 2019
- Articles
Over 400 trustees and employers of UK pensions schemes attending the XPS Pensions Group’s annual conference last week believe they must “make a difference to climate change”, with 60% of schemes having already moved away from a traditional investment approach.
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