Wednesday, 04 September 2013
Articles
Alliance Trust Savings logo
Alliance Trust Saving has increased its fund range to offer 1,800 clean share classes. Read more ...
Tagged under #Alliance Trust Savings

Wednesday, 04 September 2013
Articles
Ian Gorham, chief executive of Hargreaves Lansdown
Customers seeking self-directed investments has led to Hargreaves Lansdown surpassing 500,000 clients. Read more ...
Tagged under #RDR #Hargreaves Lansdown

Wednesday, 04 September 2013
Articles
The Timebank website
Outsourced Paraplanning firm The Timebank has added Portfolio Analyser from eValue to its services. Read more ...
Tagged under #Paraplanning #The Timebank #eValue

Tuesday, 03 September 2013
Articles
Sanjeev Shah
Sanjeev Shah is leaving the fund management industry after 17 years at Fidelity Worldwide Investment. Read more ...
Tagged under #Fidelity #Sanjeev Shah #Fidelity Special Situations

Tuesday, 03 September 2013
Articles
Pete Matthew
Pete Matthew CFPCM, Financial Planner at Jacksons Wealth Management, is to launch his new AdviserTech site on 17 September. Read more ...
Tagged under #Pete Matthew #AdviserTech #Jacksons Wealth Management

Tuesday, 03 September 2013
Articles
Tracey McDermott, head of FCA's Enforcement and Financial Crime division
Aberdeen Asset Managers and Aberdeen Fund Management has been fined £7.2m by the Financial Conduct Authority for failing to protect client money. Read more ...
Tagged under #FCA #Aberdeen Asset Management

Tuesday, 03 September 2013
Articles
Alan Gow, co-director at Argonaut Paraplanning
Reading-based outsourced Paraplanning firm Argonaut Paraplanning has merged with JW Paraplanning. Read more ...
Tagged under #Paraplanning #Argonaut Paraplanning #JW Paraplanning

Monday, 02 September 2013
Articles
Alliance Trust Savings website
Alliance Trust Savings has gone live with the online re-registration of clients since partnering with Altus in July 2013. Read more ...
Tagged under #Platform #Alliance Trust Savings #Altus

Monday, 02 September 2013
Articles
IFP logo
The Institute of Financial Planning has welcomed Chamberlyns as its latest Accredited Financial Planning FirmsTM. Read more ...
Tagged under #IFP #Financial Planning #Accredited Financial Planning Firms #Chamberlyns

Monday, 02 September 2013
Articles
Alistair Welham
AXA Wealth has appointed Alistair Welham as new head of marketing. Read more ...
Tagged under #Marketing #AXA Wealth #Nationwide #Virgin Money

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