Wednesday, 13 November 2019
Articles

Adviser-build wrap platform Nucleus has launched a white paper to help advisers finalise their preparations ahead of the Senior Managers and Certification Regime (SM&CR).

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The CISI’s head of Financial Planning, Jacqueline Lockie CFP, is to join the prestigious Chief Executive’s Committee (CEC) of the Financial Planning Standards Board, the body which oversees the Certified Financial Planning designation around the world.

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The FCA has warned staff over the “shameful” state of its new £60m Stratford HQ.

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Asset management firm GAM Investments has appointed a new chief operating officer.

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UK inflation rose at the slowest pace in almost three years last month, with CPI inflation dropping from 1.7% to 1.5%.

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Financial Planning-focused wealth manager Succession has opened a new national HQ in Birmingham as it moves the centre of its operations from Plymouth to the Midlands.

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Quilter Cheviot has made two appointments of experienced staff as it increases the total size of its investment team to 167.

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The latest packed issue of Financial Planning Today magazine, the professional choice, has been published.

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Sales of equity release drawdown plans were said to be “rising strongly”, new data from over-55s adviser Key has revealed. 

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With political parties due to unveil their election manifestos ahead of the 12 December General Election AJ Bell has launched its own election wish list.

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