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STEP Private Client Awards hosted by Clare Balding
- Friday, 20 September 2013
- Articles
Five leading industry figures and 15 firms were honoured at the STEP Private Client Awards 2013/14, which were announced this week at an awards ceremony at the London Hilton on Park Lane.
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Allum hails "passionate" people at first Paraplanner Powwow
- Friday, 20 September 2013
- Articles
Richard Allum, organiser of the first ever Paraplanner Powwow, says the event yesterday was successful because of the "talented and passionate" people who took part.
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iShares to close 15 ETFs after business review
- Monday, 23 September 2013
- Articles
ETF provider iShares has closed 15 ETFs following its acquisition of Credit Suisse earlier this year and a review of the entire fund range across the two companies
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1 in 2 firms would fail if key personnel were lost - report
- Monday, 23 September 2013
- Articles
More than half of companies (55 per cent) would cease trading if they lost one or more key people to illness, long-term incapacity or death.
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Just days to go to 'Back to the Future' IFP Annual Conference
- Monday, 23 September 2013
- Articles
More than 600 people are set to attend the three-day IFP Conference which begins on 30 September at the 5 Star Celtic Manor Resort near Newport, South Wales.
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Kinder Institue to hold client engagement workshop in Dorset
- Tuesday, 24 September 2013
- Articles
The Kinder Institute, the life planning educational body, is to hold a five day workshop on client engagement in Dorset from 20 - 25 October.
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Cofunds promotes David Hobbs to chief executive role
- Tuesday, 24 September 2013
- Articles
David Hobbs has been appointed as the new chief executive of platform provider Cofunds following the decision of Chris Last to retire after less than six months in the role.
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Scottish Financial Planning firm to join Towry
- Wednesday, 25 September 2013
- Articles
Towry says it has signed an agreement with Aberdeenshire-based advice firm Conclusion Financial Planning to join the business.
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Davis to become Kames chief executive from October
- Wednesday, 25 September 2013
- Articles
Asset manager Kames Capital has appointed Martin Davis as chief executive. He will join on 1 October, subject to regulatory approval.
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Image gallery from last week's 2013 Paraplanner Powwow
- Wednesday, 25 September 2013
- Articles
Organisers of last week's first ever Paraplanners' Powwow - an event held in teepees - have released images showing some of the highlights from the event.
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