Tagged under
Kinder Institue to hold client engagement workshop in Dorset
- Tuesday, 24 September 2013
- Articles
The Kinder Institute, the life planning educational body, is to hold a five day workshop on client engagement in Dorset from 20 - 25 October.
Read more ...
Just days to go to 'Back to the Future' IFP Annual Conference
- Monday, 23 September 2013
- Articles
More than 600 people are set to attend the three-day IFP Conference which begins on 30 September at the 5 Star Celtic Manor Resort near Newport, South Wales.
Read more ...
Tagged under
1 in 2 firms would fail if key personnel were lost - report
- Monday, 23 September 2013
- Articles
More than half of companies (55 per cent) would cease trading if they lost one or more key people to illness, long-term incapacity or death.
Read more ...
Tagged under
iShares to close 15 ETFs after business review
- Monday, 23 September 2013
- Articles
ETF provider iShares has closed 15 ETFs following its acquisition of Credit Suisse earlier this year and a review of the entire fund range across the two companies
Read more ...
Tagged under
Allum hails "passionate" people at first Paraplanner Powwow
- Friday, 20 September 2013
- Articles
Richard Allum, organiser of the first ever Paraplanner Powwow, says the event yesterday was successful because of the "talented and passionate" people who took part.
Read more ...
Tagged under
STEP Private Client Awards hosted by Clare Balding
- Friday, 20 September 2013
- Articles
Five leading industry figures and 15 firms were honoured at the STEP Private Client Awards 2013/14, which were announced this week at an awards ceremony at the London Hilton on Park Lane.
Read more ...
Tagged under
David Ingram appointed PFS president for 2013/14
- Friday, 20 September 2013
- Articles
David Ingram ACII, CertPFS, a chartered insurance practitioner, was appointed President of the Personal Finance Society for 2013/14 at the AGM in London this week.
Read more ...
Tagged under
FCA fines JPMorgan Chase Bank £137m for "London Whale" failings
- Thursday, 19 September 2013
- Articles
The Financial Conduct Authority has fined JPMorgan Chase Bank £137m for serious failings related to its Chief Investment Office (CIO). Without a discount for early settlement the fine would have been £196m.
Read more ...
Tagged under
OFT agrees reforms to £275bn UK DC pensions sector
- Thursday, 19 September 2013
- Articles
The OFT has agreed with business and The Pensions Regulator (TPR) on reforms to the £275bn defined contribution (DC) workplace pension market after it found some savers fail to receive "value for money."
Read more ...
Tagged under
First Paraplanner Powwow gets under way in giant teepees
- Thursday, 19 September 2013
- Articles
The first ever Paraplanner Powwow – billed as an 'unconference' for Paraplanners – has got under way today (19 Sept) in Northamptonshire under giant teepees.
Read more ...
Tagged under