Wealth manager and SIPP firm Mattioli Woods has expanded into Northern Ireland with the takeover of Belfast-based SSAS Solutions for just over £4m.
Read more ...FCA fines Goldman Sachs £34m over millions of reporting failures
- Thursday, 28 March 2019
- Articles
Goldman Sachs International (GSI) has been fined £34,344,700 by the FCA for failing to provide accurate and timely reporting.
Read more ...7IM chief executive stands down after 17 years
- Thursday, 28 March 2019
- Articles
7IM chief executive Tom Sheridan is to stand down with the firm announcing his replacement today.
Read more ...Royal London makes new senior appointment
- Thursday, 28 March 2019
- Articles
Royal London Asset Management (RLAM) ahas appointed Phil Davey as relationship manager for London discretionary sales.
Read more ...Win a copy of ‘revolutionary’ Financial Planning business book
- Thursday, 28 March 2019
- Articles
To mark the launch of Financial Planning firm founder Chris Budd’s new book - The Eternal Business - we have 3 copies to win.
Read more ...CISI appoints investment manager as new president
- Thursday, 28 March 2019
- Articles
Abby Johnson, Investment Manager at leading wealth manager Charles Stanley in Dorchester, has been appointed as new president of the Chartered Institute for Securities & Investment’s (CISI) South Coast Committee.
Read more ...DipPFS Financial Planner, 21, graduates with distinction
- Wednesday, 27 March 2019
- Articles
A 21-year-old has graduated from the PFS apprentice programme with a distinction - the first time the highest honour has been achieved.
Read more ...HMRC wins £40m tax avoidance scheme battle
- Wednesday, 27 March 2019
- Articles
HMRC has won a £40m legal case against tax avoidance scheme promoter Hyrax Resourcing Ltd.
Read more ...Hilbert Investment revamps structured product plan
- Wednesday, 27 March 2019
- Articles
Hilbert Investment Solutions has re-launched its latest structured product plan for those seeking to invest their 2018/2019 and 2019/2020 ISAs.
Read more ...Royal London backs Financial Planning mentoring scheme
- Wednesday, 27 March 2019
- Articles
Royal London has become the third firm to give its support to the CISI’s Financial Planning Mentoring Scheme - offering its technical helpline to scheme mentors and mentees.
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