Wealth manager St James’s Place has seen 1,000 team members achieve Chartered Financial Planner status.
Read more ...Transact bolsters M&A help for adviser firms
- Wednesday, 08 December 2021
- Articles

Adviser platform Transact has stepped up its efforts to act as an introducer for advice firm acquisitions.
Read more ...FSCS blames poor financial advice for soaring levy
- Wednesday, 08 December 2021
- Articles

The Financial Services Compensation Scheme (FSCS) has blamed poor financial advice for driving up its soaring annual levy.
Read more ...Sandringham to partner with Cashcalc cashflow
- Wednesday, 08 December 2021
- Articles

Financial Planning firm Sandringham Financial Partners, recently acquired by M&G Wealth, is to partner with cashflow tool provider Cashcalc.
Read more ...Active managers beat passive over long term
- Wednesday, 08 December 2021
- Articles

A new study has found that over the longer term active funds have - on average - outperformed passive funds despite the fact that just 1 in 3 active funds have beaten passive funds this year.
Read more ...PFS President urges members to make voices heard
- Wednesday, 08 December 2021
- Articles

Sarah Lord, President of the Personal Finance Society, has urged PFS and CII members to make their voices heard as a major consultation with members nears a close.
Read more ...FCA acts on credit broker offering investments
- Wednesday, 08 December 2021
- Articles

The FCA has barred another credit broker suspected of offering investments as concern grows about a network of credit brokers misusing their permissions.
Read more ...Clients keeping family in dark on wealth transfer
- Thursday, 09 December 2021
- Articles

People with assets of over £250,000 are more likely to discuss their plans for passing on wealth with an adviser than their families, according to new research.
Read more ...FundsNetwork adds 7IM active MPS
- Thursday, 09 December 2021
- Articles

Fidelity's adviser platform FundsNetwork has added discretionary fund manager 7IM’s range of active model portfolios (MPS).
Read more ...FNZ hires former Intelliflo sales head
- Thursday, 09 December 2021
- Articles

Wenda Field, former chief sales officer at Intelliflo, has been appointed chief commercial officer UK at platform engine FNZ.
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