A Chartered Financial Planning firm has joined an adviser firm network as it bids to achieve its long-term goals.
Read more ...Platform problems: Planners outline their frustrations
- Monday, 10 April 2017
- Articles

Financial Planning professionals have outlined a whole range of improvements they want to see made by platforms.
Read more ...New Chartered Wealth Manager, 26, wins promotion
- Monday, 10 April 2017
- Articles

A 26 year-old who recently became qualified as a Chartered Wealth Manager has won promotion at his firm.
Read more ...'Progressive' DFM reveals new chief as firm eyes expansion
- Monday, 10 April 2017
- Articles

Discretionary fund manager Beaufort Investment Management has revealed a new chief executive.
Read more ...7m under-35s ‘oblivious’ to pensions revolution
- Friday, 07 April 2017
- Articles

Research into the under-35s has revealed widespread ignorance of the pensions freedoms, two years on from the changes, with 7m saying they know “nothing” about the pension revolution.
Read more ...2 banned at firm which used fake client accounts
- Friday, 07 April 2017
- Articles

The Financial Conduct Authority has permanently banned and imposed financial penalties on two former employees of collapsed firm Worldspreads Limited (WSL) which used fake client accounts and made unauthorised use of real client accounts.
Read more ...Share Radio to close in May
- Friday, 07 April 2017
- Articles

Share Radio, a financial and personal finance radio station, is to close in May after two and a half years of DAB broadcasting due to difficulty in attracting sufficient revenue.
Read more ...Liberty Sipp defies gloom to boost AUM to £1bn-plus
- Friday, 07 April 2017
- Articles

Manchester-based SIPP provider Liberty SIPP has defied market gloom in the SIPP sector to nearly double the value of its assets under administration in the past year.
Read more ...FCA resumes HBOS probe after 6 jailed
- Friday, 07 April 2017
- Articles

The Financial Conduct Authority is to resume its investigations into the Reading-based branch of Halifax Bank of Scotland after a police probe resulted in six people being jailed for a total of 47 years for fraud and money laundering offences.
Read more ...Old Mutual Wealth acquires Infiniti Financial Planning
- Thursday, 06 April 2017
- Articles

Old Mutual Wealth’s Private Client Adviser division has agreed terms to acquire Shrewsbury-based Infiniti Financial Planning.
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