The Financial Planning Standards Board, the global standards setting body for Certified Financial Planners, has appoint Dante De Gori CFP as its new CEO from 1 January.
Read more ...PFS warns members after CII cyber attack
- Thursday, 27 October 2022
- Articles

The Chartered Insurance Institute and its sister professional body for Financial Planners, the Personal Finance Society, have been hit by a cyber attack which has seen some members’ data accessed.
Read more ...Southeast Financial Planner makes first acquisition
- Thursday, 27 October 2022
- Articles

Kent-based Financial Planning firm GSI Group has made its first acquisition with a deal to buy a Hampshire adviser.
Read more ...£7.2bn rise in 'lost' pensions in 4 years
- Thursday, 27 October 2022
- Articles

The total value of ‘lost’ pension pots has jumped by £7.2bn to £26.6bn in four years, according to a new report.
Read more ...Advisers may face Consumer Duty struggle
- Thursday, 27 October 2022
- Articles

An investment manager has warned that advisers’ ability to fully comply with the FCA's new Consumer Duty will be in jeopardy if their investment providers fail to provide them with regular and transparent updates.
Read more ...Brooks issues profit correction after £5m error
- Thursday, 27 October 2022
- Articles

Wealth manager Brooks Macdonald Group has issued a profit correction today after identifying a £5m error on its full year figures published in September.
Read more ...Sunak retains Jeremy Hunt as Chancellor
- Wednesday, 26 October 2022
- Articles

New Prime Minister Rishi Sunak MP has retained Jeremy Hunt MP as Chancellor in his first Cabinet.
Read more ...Court orders rogue investment firms to shut
- Wednesday, 26 October 2022
- Articles

A group of companies which conned investors out of £2m in an investment scam has been ordered to be wound up by the High Court.
Read more ...Schroders Personal Wealth hires 5 new planners
- Wednesday, 26 October 2022
- Articles

Schroders Personal Wealth, the Financial Planning arm of Schroders and Lloyds Bank, has hired five new planners including award-winning adviser Makala Green from wealth manager St James’s Place.
Read more ...FE improves ESG data for advisers
- Wednesday, 26 October 2022
- Articles

Investment fund data provider FE fundinfo has added new ESG features to its FE Analytics and FE CashCalc services to give financial advisers more information when choosing sustainable investments.
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