Investment and wealth manager M&G has appointed former Sesame Bankhall Group chief Ross Liston as chief executive of its Financial Planning-focused wealth division M&G Wealth Advice.

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The Chartered Insurance Institute and its sister professional body for Financial Planners, the Personal Finance Society, have appointed Mathew Mallett as chief digital and information officer.

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More than 3 in 4 consumers have no idea what pension acronyms such as SIPP or ESG mean, according to a new study.

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Standard Life, part of the Phoenix Group, has appointed Dean Butler to a newly-created role of managing director of retail direct.

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The new FCA Consumer Duty will be much tougher than the previous Treating Customers Fairly regulatory principles, the FCA's director of consumers investment Therese Chambers told Financial Planners in a keynote speech at the two-day Festival of Financial Planning which got under way today.

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The Financial Conduct Authority is prosecuting five people for involvement in an alleged £1.2m ‘binary options’ investment fraud between 2016 and 2020 and an attempted cover up in 2022.

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Rapidly-expanding adviser and fund manager One Four Nine Group has bolstered its senior team with three senior appointments, including appointing a Chartered Financial Planner as chief operating officer.

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The new President of the Personal Finance Society Caroline Stuart has urged members to help build the profession by spreading the word about careers in Financial Planning and Paraplanning.

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Wednesday, 02 November 2022
Articles

Leeds-based The Private Office has scooped the Personal Finance Society’s Chartered Financial Planning Firm of the Year.

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Acquisitive Financial Planning and wealth management firm Kingswood has acquired Lincoln-based Chartered Financial Planner JCH Investment Management for £3.5m. 

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