Wealth manager, Charles Stanley, has appointed Jeremy Hippolite, FPFS, IMC as head of asset management development.

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Chartered Financial Planning firm Fairstone has seen its client base rise to 59,000 – a 5% increase over the past six months – with three firms joining its Downstream Buy Out (DBO) programme and a further four being fully acquired by the business.

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A new global study on the banking behaviour of people born between 1981 and 1996 has revealed that millennials were snubbing wealth managers in favour of fintech.

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As Yellowhammer documents are released FCA urges Brexit readiness

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With the December deadline looming for the extension of the FCA SMCR Conduct Rules to all UK solo-regulated firms, the CISI has launched a new SMCR Conduct Rules Toolkit.

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Punter Southall Aspire has expanded its team of Financial Planners with the appointment of Richard Cole, as director of Financial Planning in its Bedford office.

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Financial Planning Today has launched a brand new print version of its popular digital magazine, also called Financial Planning Today.

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Three new faces are joining the Personal Finance Society’s Financial Planning Practitioner Panel to share best practice with the professional body’s membership.

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St James’s Place (SJP) is to review its incentives for advisers after it was revealed they included high-value rewards such as cruises, cufflinks and watches.

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