Damien Rylett, CEO of Brunel Capital Partners, has been appointed as the new chair of the Personal Finance Society’s practitioner panel.
DFM, wealth manager and Chartered Financial Planner Brooks Macdonald has promoted Edward Park to Chief Investment Officer from 1 October 2020.
Behavioural insights should propel Financial Planning firms forward as the advice process continues to evolve, according to a new white paper.
Fast-growing Financial Planner Perspective Financial Group has donated a substantial amount of IT equipment to help disadvantaged pupils with their education during the Coronavirus pandemic.
The Financial Conduct Authority (FCA) has launched a consultation on its approach to the regulation of international firms operating in the UK as it considers its post-Brexit approach.
The Treasury has cancelled the Autumn Budget in order to focus on the shorter-term response to the economic hardships caused by the Coronavirus pandemic.
Intelliflo has added Open Banking access to its fintech services to enable Financial Planners to have a better oversight of clients’ entire finances.
Chartered Financial Planner group Fairstone has reported 22% growth in recurring income in 2019 with latest clients numbers rising to nearly 70,000.
Specialist UK Professional Indemnity insurance firm Inperio is to launch a new PI product for independent financial advisers in the UK.
Only 6% of women engage with their Financial Planner every month compared to 12% of men, according to new research.