The FCA has warned staff over the “shameful” state of its new £60m Stratford HQ.
The CISI’s head of Financial Planning, Jacqueline Lockie CFP, is to join the prestigious Chief Executive’s Committee (CEC) of the Financial Planning Standards Board, the body which oversees the Certified Financial Planning designation around the world.
Adviser-build wrap platform Nucleus has launched a white paper to help advisers finalise their preparations ahead of the Senior Managers and Certification Regime (SM&CR).
Financial Planning-focused wealth manager Succession has opened a new national HQ in Birmingham as it moves the centre of its operations from Plymouth to the Midlands.
The former head of a charity for the disabled has admitted defrauding the charity’s pension scheme out of more than £250,000.
Pension transfer specialist Tideway has claimed that UK workers could collectively be up to £25bn out of pocket if they are persuaded not to take advantage of final salary transfer offers by negative publicity on DB transfers.
More than six in 10 millennials have no clue about their financial plans when it comes to IHT despite being likely to inherit around £4trillion by next year, according to a major survey for a wealth manager.
Wealthy investors are cautious on 2020 but optimistic on the decade ahead, the latest UBS Investor Watch survey has found.
The pound will receive a boost after Nigel Farage’s Brexit Party will not be pitted against Conservatives in 317 seats in next month’s election.
IFA and wealth manager Vintage has appointed a new CEO to head up its wealth management arm.