Wednesday, 13 January 2021
Articles

International wealth manager deVere is offering free advice to clients on socially responsible investing as it seeks to move more clients towards ESG investments.

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Wealth manager St James’s Place is to cut 200 jobs from its workforce following a review of the business.

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Financial Planning, investment and mortgages firm Beaufort Group has appointed Chartered Financial Planner Jade Connolly as chief operating officer.

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Financial Planning and wealth management group Perspective Financial has acquired Northamptonshire-based Financial Planner Independent Life & Pensions (ILPG).

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Fiona Clutterbuck is to take on the role of interim chair of savings and investment manager M&G while chairman Mike Evans takes a temporary leave of absence.

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Taking financial advice considerable boosts the confidence of UK retirement savers, according to a new report.

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Too many wealth advisers view risk profiling as an unnecessary box-ticking exercise and this can lead to poor client outcomes, according to behavioural financial firm Oxford Risk.

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The Brexit agreement has left UK financial services firms effectively operating under a 'no-deal, hard-Brexit' scenario with continued uncertainty, consultancy firm Capco has warned.

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Foster Denovo Group, parent company of national advice firm Foster Denovo, has reported increased revenues of £21.2m in its audited financial results for 2019, up 8.2% year on year.

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Adviser network Sesame Bankhall Group has given expanded roles to Richard Howells and Ross Liston as part of an exec reshuffle.

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