Expanding wealth manager and Financial Planner firm Kingswood has announced a new managing director as part of a series of senior management appointments.
Read more ...Wealth manager reveals new MD and senior exec shake-up
- Tuesday, 10 December 2019
- Articles

Standard Life Wrap cuts charges in pricing overhaul
- Tuesday, 10 December 2019
- Articles

Standard Life Wrap, the adviser platform, is to simplify and cut charges by April in a major overhaul of its pricing structure.
Read more ...Technology & Media is top performing AIC sector in 2019
- Tuesday, 10 December 2019
- Articles

The Technology & Media sector has produced the best investment company performance so far in 2019, according to analysis by the Association of Investment Companies (AIC).
Read more ...Transact adds Timeline data integration facility
- Tuesday, 10 December 2019
- Articles

Platform Transact has added a facility to allow users of the Timeline pension app to import Transact client portfolio data.
Read more ...7IM co-founder Justin moves to ambassadorial role
- Monday, 09 December 2019
- Articles

One of the best known figures in UK investment, Justin Urquhart Stewart, is to take on a new ambassadorial role at 7IM, the company he co-founded, as he retires and steps down from his full-time position with the firm.
Read more ...Expert attacks failure to include appointed reps in SMCR
- Monday, 09 December 2019
- Articles

The failure to include appointed reps in the FCA’s new Senior Managers & Certification Regime, which comes into effect today (9 December) is an “oversight”, according to a regulatory expert.
Read more ...Fear of contagion as second property fund suspended
- Monday, 09 December 2019
- Articles

There are growing concerns that more property funds will be suspended after Prudential halted dealing in its UK Property Fund late on Friday.
Read more ...Education is ‘best way’ to close the retirement gap
- Monday, 09 December 2019
- Articles

Over two thirds of financial advisers believe financial education is the “most important” way to encourage people to save more for retirement.
Read more ...Older client opportunity ‘wasted’ without a new approach
- Monday, 09 December 2019
- Articles

A leading thinktank says the older generation will be responsible for 63p in every £ spent by 2040 and could represent a golden business opportunity.
Read more ...Planner Casebook: A complex divorce case with a twist
- Friday, 06 December 2019
- Articles

Helping clients hit by divorce can be a hugely challenging role for Financial Planners but one recent case tackled by an experienced Financial Planner underlined the value of good advice.
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