At its annual meeting in Zurich, Switzerland, last week, the Financial Planning Standards Board (FPSB), owner of the international Certified Financial Planner designation, selected Paul Grimes CFP to serve as the next FPSB Council chair.
Read more ...Financial Planning Standards Board reveals new chair
- Wednesday, 30 October 2019
- Articles

Intelligent Office fintech gains prestigious accolade
- Wednesday, 30 October 2019
- Articles

Intelliflo's Intelligent Office management system has been awarded ‘Approved Associate System’ status, in relation to the ISO22222 standard and The Paraplanner Standard by Standards International.
Read more ...Sackers expands team with 2 new associate hires
- Wednesday, 30 October 2019
- Articles

Sackers & Partners LLP (Sackers), the specialist law firm for pensions and retirement savings, has hired two new associates.
Read more ...Women dislike financial risk taking, new research finds
- Tuesday, 29 October 2019
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Researchers from Cass Business School and the University of Bristol have discovered that women are more risk averse than men when it comes to financial risk taking.
Read more ...Standard Life Wrap launches IMA technology
- Tuesday, 29 October 2019
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Standard Life has today launched its Individually Managed Accounts (IMA) technology on its wrap platform.
Read more ...New MD at Informed Choice as Bamford steps down
- Tuesday, 29 October 2019
- Articles

Informed Choice has announced the appointment of Shelley McCarthy as its new managing director.
Read more ...CII aims to get women talking about money
- Tuesday, 29 October 2019
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Next month a CII-led event will focus on getting women talking about money and financial wellbeing.
Read more ...Wealth managers ‘won’t survive’ unless they digitally innovate
- Monday, 28 October 2019
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New research has revealed just over half (55%) of wealth managers will survive if they do not digitally innovate.
Read more ...IA calls for investor protection as Brexit deadline is extended
- Monday, 28 October 2019
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EU heads of state extended the Brexit until 31 January - in principle - today via what was dubbed a “flextension”.
Read more ...PIMFA urges FCA to avoid ban on contingent charging
- Monday, 28 October 2019
- Articles

Trade association PIMFA, which represents 1,000 investment managers and financial advisers, has called on the FCA to “raise the bar” instead of banning contingent charging.
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