National IFA and Financial Planning firm Continuum has expanded into East Anglia with the recruitment of adviser business Peter Barton in Norwich.
Read more ...deVere CEO acquires UAE wealth adviser
- Thursday, 28 February 2019
- Articles

Nigel Green, the chief executive of global wealth adviser deVere, has acquired Credence International, a UAE-based wealth management and Financial Planning business.
Read more ...FCA tells wealth managers to improve cost disclosure
- Thursday, 28 February 2019
- Articles

The Financial Conduct Authority has called on the investment sector and wealth managers to improve the way they disclose costs and charges to clients following a review of the sector which found shortcomings.
Read more ...Chartered Financial Planner wins accolade after switching careers
- Thursday, 28 February 2019
- Articles

Chartered Financial Planner Hilary Schofield FPFS has been recognised as a ‘Power Returner’ for successfully forging a new career as a planner after a senior role in food manufacturing.
Read more ...2 in 3 baby boomers shun nearly all investment risk
- Wednesday, 27 February 2019
- Articles

A large number of ‘baby boomers’ - those aged 55-73 - have little appetite for investment risk and 39% have ‘zero’ willingness to take a risk with their money, according to a survey.
Read more ...Accountant used client’s pension scheme as “piggy bank”
- Wednesday, 27 February 2019
- Articles

An accountant who acted as a trustee and administrator to pension schemes has admitted to taking more than £280,000 of pension funds to pay for his own investments including a nursery and physiotherapy business.
Read more ...XPS Pensions expands investment team with hires from JLT
- Wednesday, 27 February 2019
- Articles

XPS Pensions Group, the pensions, investment and admin specialist, has added Susan Middleton and Julia Falk to its expanding specialist investment transitions team.
Read more ...Red-tape warning on smaller family trusts
- Wednesday, 27 February 2019
- Articles

The Association of Taxation Technicians has warned that smaller family trusts - of the type often used by Financial Planners - are threatened by a rising red tape burden.
Read more ...St James’s Place tops £1bn profit as partner numbers near 4,000
- Wednesday, 27 February 2019
- Articles

Wealth manager St James's Place plc has reported an 8% increase in partner numbers to nearly 4,000 in a buoyant set of full year results out today.
Read more ...Professional pension trustees face new standards
- Tuesday, 26 February 2019
- Articles

New standards for professional pension trustees have been published today by the Professional Trustee Standards Working Group.
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