Wealth manager and Financial Planning firm Quilter has re-structured its business, shifting focus towards high net worth and affluent clients.
Read more ...Unite gives FCA 10 day deadline for union recognition
- Thursday, 04 November 2021
- Articles

Trade union Unite has given the Financial Conduct Authority a 10 day deadline to recognise the union.
Read more ...First Wealth wins Chartered Planner Firm of the Year award
- Wednesday, 03 November 2021
- Articles

London-based First Wealth has won the Personal Finance Society’s Chartered Financial Planning Firm of the Year Award.
Read more ...FCA may compel ESG labelling of funds
- Wednesday, 03 November 2021
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The FCA is considering compulsory ESG labelling for investment funds to help investors find sustainable investments more easily.
Read more ...AIC welcomes delay to KIDs changes
- Wednesday, 03 November 2021
- Articles

The Association of Investment Companies has welcomed a decision by the FCA to delay proposed changes to Key Information Documents (KIDs).
Read more ...Fairstone acquires £150m Northern Ireland adviser
- Wednesday, 03 November 2021
- Articles

Fairstone, which incorporates one of the UK’s largest Chartered Financial Planning firms, has fully acquired its Ulster arm Fairstone NI.
Read more ...Lords reject suspension of Triple Lock
- Wednesday, 03 November 2021
- Articles

The House of Lords voted last night to reject a controversial bill to suspend the Pensions Triple Lock.
Read more ...FCA says data-led strategy will bring 'profound' change
- Wednesday, 03 November 2021
- Articles

The Financial Conduct Authority says its plans to become a 'data-led' regulator will mean "profound" change.
Read more ...CISI appoints Certified Financial Planner to board
- Tuesday, 02 November 2021
- Articles

The CISI has added a Certified Financial Planner and a senior wealth manager to its board.
Read more ...Nearly 1,000 attend PFS Conference online
- Tuesday, 02 November 2021
- Articles

The annual Personal Finance Society (PFS) conference kicked off this morning with Financial Planners hearing how they can help clients achieve financial freedom.
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