Wealth management group Tilney, which manages more than £25bn of assets, is expanding its Financial Planning team in Cambridge with two new hires.
Read more ...Tilney hires CISI Vice President to expand Financial Planning
- Thursday, 05 September 2019
- Articles

SIPPs firm Curtis Banks boosts profits and assets
- Thursday, 05 September 2019
- Articles

SIPP provider Curtis Banks Group has revealed increased profits and assets in its interim results for the six months to 30 June.
Read more ...MiFID II cost analysis now on Defaqto fintech
- Thursday, 05 September 2019
- Articles

Fintech firm Defaqto has extended the capability of its end-to-end Financial Planning software with the addition of MiFID II portfolio cost analysis ability.
Read more ...FCA reveals Smaller Business Practitioner Panel chair
- Thursday, 05 September 2019
- Articles

Charles Randell, chair of the FCA, has today announced the appointment of Marlene Shiels, chief executive of Capital Credit Union, as chair of the FCA’s Smaller Business Practitioner Panel.
Read more ...SJP celebrates ex-rugby pro as 500th graduate
- Friday, 06 September 2019
- Articles

The St James’s Place Academy has celebrated its 500th graduate successfully completing the firm’s in-house training programme.
Read more ...XPS Pensions makes new senior risk hire
- Friday, 06 September 2019
- Articles

XPS Pensions Group (XPS) has appointed Harry Harper as head of risk transfer, the firm has revealed.
Read more ...HMRC fines firm record £7.8m for money laundering failings
- Friday, 06 September 2019
- Articles

HMRC has fined a London firm a record £7.8m as part of a crackdown on money laundering.
Read more ...Research lays bare state of millennials’ financial wellbeing
- Friday, 06 September 2019
- Articles

New research from Close Brothers has revealed the state of financial wellbeing of the UK’s millennials, with 87% admitting that money worries affect them while they are at work.
Read more ...Tenet acquires Financial Planner with £58m assets
- Friday, 06 September 2019
- Articles

Tenet has completed its first practice buyout in Scotland, with the acquisition of Forth Financial Services Limited, based in Haddington, near Edinburgh.
Read more ...SJP offers exclusive CII Financial Planning qualification
- Monday, 09 September 2019
- Articles

The CII has launched a new Inclusive Financial Planning Qualification, exclusive to St James’s Place partners and advisers.
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