A directory of Discretionary Fund Managers, with details of over 180 discretionary solutions, has been created for Financial Planners.
Read more ...Over 180 discretionary solutions in new DFM directory
- Wednesday, 11 January 2017
- Articles

Planning firm signs third Charles Stanley team member
- Wednesday, 11 January 2017
- Articles

A Financial Planning firm has signed a third member of Charles Stanley's private client team, appointing her as Financial Planning executive.
Read more ...Ex-Financial Planner entices advisers to EISA with fee cuts
- Tuesday, 10 January 2017
- Articles

A former Financial Planner hopes to entice more Financial Planning professionals to become members of the EIS Association with a cut in fees for advisers and wealth managers.
Read more ...Octopus creates new ISA after FCA's P2P green light
- Tuesday, 10 January 2017
- Articles

Octopus has announced it is working on a new ISA product to be made available later this year.
Read more ...Fund manager Ruffer re-shapes management with new CEO
- Tuesday, 10 January 2017
- Articles

Fund manager Ruffer has announced it is re-shaping its top tier of management, with the appointment of a new chief executive.
Read more ...Financial Planning bosses: What we want from Paraplanners
- Tuesday, 10 January 2017
- Articles

Owners and directors of Financial Planning and Paraplanning businesses have been revealing what is on their wish lists when it comes to hiring new Paraplanners.
Read more ...Sipp firms: Demand for non-standard investments despite ban
- Tuesday, 10 January 2017
- Articles

Sipp specialists say there is still an appetite and a place for non-standard investments, after James Hay banned them for new customers.
Read more ...Estate planning body reveals ex-ABI man as new chief
- Tuesday, 10 January 2017
- Articles

The Society of Trust and Estate Practitioners has revealed the name of its new chief executive.
Read more ...James Hay bans Non-Standard Investments for new clients
- Monday, 09 January 2017
- Articles

James Hay has revealed it is banning a long list of Non-Standard Investments for new customers.
Read more ...Funds and Brexit: Theresa May urged to avoid 'one size' rules
- Monday, 09 January 2017
- Articles

Brexit should allow the UK to set its own rules for funds and asset management services, the AIC says.
Read more ...