The FCA has taken action to stop four Cypriot investment firms that used unauthorised celebrity endorsements from continuing to offer high risk contracts for difference (CFDs) to UK investors after a number of customers lost more than £100,000 to the schemes.
Read more ...Barnett Waddingham promotes 9 new partners
- Tuesday, 02 June 2020
- Articles

The professional services consultancy Barnett Waddingham has appointed nine new partners across actuarial consulting, investment consulting, pension administration and IT.
Read more ...Planners 'increase client risk tolerance and reduce anxiety'
- Tuesday, 02 June 2020
- Articles

An investor behaviour project has revealed how 'emotional wellbeing' in difficult investment periods differs between those with a Financial Planner and those without.
Read more ...IWP appoints Chartered Planner to head Cornish hub
- Tuesday, 02 June 2020
- Articles

Growing Financial Planning firm Independent Wealth Planners (IWP) has appointed Chartered Financial Planner Wes Nixon FPFS to lead its Cornish hub as the firm plans further acquisitions to expand the regional hub.
Read more ...Schroders Personal Wealth prioritises vulnerable clients
- Tuesday, 02 June 2020
- Articles

Schroders’ Financial Planning joint venture with Lloyds Bank - which turns one year old this month - has been prioritising vulnerable clients as it moves to full remote client meetings during the Covid-19 lockdown.
Read more ...Empathy is 'most valuable' element of adviser service
- Tuesday, 02 June 2020
- Articles

Financial advisers regard their 'soft skills' as the most valuable element of their service to clients, a new survey has revealed.
Read more ...Financial Planning fees decline at AFH as Covid-19 hits
- Monday, 01 June 2020
- Articles

Fast-growing Financial Planning firm AFH says it is confident demand for Financial Planning advice will increase later this year despite seeing a £400,000 drop in Financial Planning fees due to the impact of the Coronavirus, the company reported today.
Read more ...Mattioli Woods maintains acquisition strategy
- Monday, 01 June 2020
- Articles

Wealth manager and SIPP firm Mattioli Woods forecast today that 2020 revenues would match 2019 and a round of cost cutting should help maintain profits.
Read more ...FCA names 8 insurers for biz insurance test case
- Monday, 01 June 2020
- Articles

The Financial Conduct Authority has named the eight insurers who have agreed to take part in a test case to clarify business interruption insurance.
Read more ...Stalled £45bn Tilney-Smith & Williamson merger back on
- Monday, 01 June 2020
- Articles

Private equity firm Warburg Pincus has stepped in to get the £45bn tie up between wealth managers Tilney and Smith & Williamson back on track.
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