A new business has been launched with the aim of becoming a ‘financial adviser in your pocket’ for younger people.
Read more ...New firm to be ‘financial adviser in a pocket’ for young
- Friday, 04 March 2016
- Articles

Wealth firm MD to champion Chartered Financial Planners
- Thursday, 03 March 2016
- Articles

The managing director of a wealth manager has been chosen to lead a campaign to promote the benefits of seeing a Chartered Financial Planner in his region.
Read more ...Have I Got News For You star addresses wealth managers
- Monday, 29 February 2016
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Have I Got News For You regular Miles Jupp entertained guests at the CISI Guernsey branch as they raised vital cash for charity.
Read more ...FSCS payment increased by £14million for wealth manager
- Thursday, 25 February 2016
- Articles

A wealth management firm had to cough up £20.1 million to the Financial Services Compensation Scheme last year, it revealed today.
Read more ...Vital hospital gear restored for 130,000 people via Axa scheme
- Monday, 22 February 2016
- Articles

Staff from a wealth management firm are helping to restore unused or discarded hospital equipment to aid over 130,000 people in India.
Read more ...Margaret Thatcher's adviser features in wealth gap film
- Friday, 19 February 2016
- Articles

A former economic adviser to Margaret Thatcher features in a film about the so-called wealth gap which is set to hit the cinemas.
Read more ...Wealth manager sells adviser solutions business
- Wednesday, 17 February 2016
- Articles

Momentum UK has taken over the adviser solutions business of specialist wealth manager London & Capital, it was announced this morning.
Read more ...Wealth managers' investment firm purchases reached £549m
- Wednesday, 20 January 2016
- Articles

Purchases of investment companies on platforms by advisers and wealth managers reached £549m over the first three quarters of 2015, according to The Association of Investment Companies.
Read more ...Live cybercrime style hack to show threat to wealth managers
- Monday, 18 January 2016
- Articles

A cybercrime style hack will be undertaken live at a conference this month to demonstrate the threat posed to wealth managers and finance firms.
Read more ...Google manager joins robo-advice firm
- Tuesday, 12 January 2016
- Articles

A Google manager has joined robo-advice firm MoneyFarm as it steps up plans to enable clients to use their mobile devices to manage all aspects of their investments.
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