There’s been much talk of late about AI (artificial intelligence) and its potentially huge impact on financial services and Financial Planning.
The FCA has provisionally fined Carlos Fuenmayor, chief executive of emerging markets specialist bank BancTrust, £99,600 for failing to disclose three separate matters to the FCA.
The conflict in the Middle East has been blamed for a fall in UK GDP in April by 0.1%.
Wealth management firm Isio has appointed Dan Thomas to be its new CEO from 1 September.
The Government has issued draft regulations to address concerns about scam risks for members of small self-administered schemes (SSAS).
The latest issue of Financial Planning Today Magazine was published recently and this is now the perfect time to subscribe to make sure you continue to view this and future issues.
The Schroder Asian Total Return Investment Company (ATR) has agreed to merge with fellow investment trust Pacific Assets Trust.
Titan Wealth is to buy Progeny International, the overseas arm of Financial Planner Progeny Group, for an undisclosed sum.
Eight Financial Advice has acquired Banbury-based fellow St James’s Place partner practice Swann Financial for an undisclosed sum.
Guinness Global Investors is to acquire Foresight Group’s public markets division, Foresight Capital Management (FCM), to expand its real asset strategies.
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