Wealth management and Financial Planning firm Depledge Strategic Wealth Management has become a CISI Accredited Financial Planning Firm.
Read more ...Moret calls for Consumer Duty dashboard
- Thursday, 10 March 2022
- Articles

Industry veteran John Moret has called on the Financial Conduct Authority to add a customer service 'dashboard' to its proposed Consumer Duty rules.
Read more ...Lockdown habits boost 1 in 2 wealthy Britons
- Thursday, 10 March 2022
- Articles

Almost half (47%) of wealthy Britons say their finances have improved due to retaining lockdown habits such as stricter budgeting and curtailing unnecessary spending.
Read more ...IWP adds to exec team as reshuffle continues
- Thursday, 10 March 2022
- Articles

Acquisitive Financial Planning firm Independent Wealth Planners has hired Helen Thornton for the newly created role of chief people officer.
Read more ...Funds rise 60% at Brooks Macdonald discretionary arm
- Thursday, 10 March 2022
- Articles

Funds under management rose 60% for Brooks Macdonald Investment Solutions (BMIS) in the six months ending 31 December.
Read more ...FCA restricts Hartley Pensions new business
- Wednesday, 09 March 2022
- Articles

The Financial Conduct Authority has placed a restriction on Bristol-based SIPP provider Hartley Pensions which prevents it from taking on new business.
Read more ...CFP Professional helps write new financial book
- Wednesday, 09 March 2022
- Articles

Certified and Chartered Financial Planner Lien Luu and three financial experts have written a comprehensive new book for professionals on financial services.
Read more ...Wealth management skills core for Financial Planners
- Wednesday, 09 March 2022
- Articles

Wealth management skills have become core for Financial Planners as the profession moves upmarket.
Read more ...Phoenix Group kickstarts visual rebrand
- Wednesday, 09 March 2022
- Articles

Savings and retirement provider Phoenix Group has rebranded its visual identity to reflect its more consumer-led brand.
Read more ...Online Safety Bill to include paid-for ads
- Wednesday, 09 March 2022
- Articles

Social media companies and search engines will be responsible for preventing paid-for scam adverts on their platforms under a new amendment to the draft Online Safety Bill.
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