Discretionary fund manager Beaufort Investment Management has revealed a new chief executive.
Read more ...'Progressive' DFM reveals new chief as firm eyes expansion
- Monday, 10 April 2017
- Articles

New Chartered Wealth Manager, 26, wins promotion
- Monday, 10 April 2017
- Articles

A 26 year-old who recently became qualified as a Chartered Wealth Manager has won promotion at his firm.
Read more ...Platform problems: Planners outline their frustrations
- Monday, 10 April 2017
- Articles

Financial Planning professionals have outlined a whole range of improvements they want to see made by platforms.
Read more ...Chartered Financial Planning firm joins adviser group
- Monday, 10 April 2017
- Articles

A Chartered Financial Planning firm has joined an adviser firm network as it bids to achieve its long-term goals.
Read more ...Ex-adviser Keith Popplewell banned over Sipps advice
- Monday, 10 April 2017
- Articles

A well known former adviser and trainer of advisers has been handed a nine year disqualification.
Read more ...Revamped 'unconference' offers Paraplanners CPD and new ideas
- Tuesday, 11 April 2017
- Articles

Details of a revamped London-based Paraplanners Powwow have been unveiled today, with organisers promising thought provoking ideas and CPD.
Read more ...Pensions Regulator director becomes new MAS chief
- Tuesday, 11 April 2017
- Articles

Charles Counsell, an executive director at The Pensions Regulator, has been named the new Money Advice Service chief executive this morning.
Read more ...Advice and guidance: Shake up for firms unveiled
- Tuesday, 11 April 2017
- Articles

All financial services firms should be commanded to use a new set of explanations for advice and guidance, which should be displayed side-by-side.
Read more ...FCA rejects standardised Fact Finds
- Tuesday, 11 April 2017
- Articles

The FCA has rejected the idea of introducing a mandatory standardised fact find.
Read more ...Charles Stanley sells pension business EBS for £4m
- Tuesday, 11 April 2017
- Articles

Charles Stanley has agreed to sell pension business EBS Management for around £4 million to Embark.
Read more ...