Wealth manager JM Finn has hired Marcus Holden-Craufurd as investment director.
Read more ...CISI appoints new Jersey branch president
- Tuesday, 22 October 2019
- Articles

The CISI has appointed Niall Husbands MCSI as president of its Jersey committee.
Read more ...TISA boosts Open Finance development
- Tuesday, 22 October 2019
- Articles

TISA has completed the first phase of its project to deliver an Open Savings and Investment infrastructure, which will enable consumers and help them improve their financial wellbeing.
Read more ...South West-based Financial Planner relocates
- Tuesday, 22 October 2019
- Articles

South West-based Financial Planner, chartered accountant and tax consultant Albert Goodman has relocated its 150+ Taunton employees to larger premises.
Read more ...IIC launches SM&CR Essential assessment
- Monday, 21 October 2019
- Articles

Investor in Customers (IIC) has launched a new customer insight and assessment product, SM&CR Essential.
Read more ...Hundreds volunteer for new financial wellbeing initiative
- Monday, 21 October 2019
- Articles

A new ‘Institute’ for Financial Wellbeing has garnered hundreds of responses from individuals and Financial Planners who offered to help establish the initiative.
Read more ...40m UK adults are ‘rolling the dice’ on retirement
- Monday, 21 October 2019
- Articles

Forty million UK adults are “rolling the dice” when it comes to their retirement, admitting that they either have not or did not set savings targets for their retirement.
Read more ...Experts back Boris Johnson’s Brexit deal
- Friday, 18 October 2019
- Articles

Experts have backed the agreement of a Brexit deal between the UK and EU.
Read more ...LinkedIn defends policies after boosst.financial clone scam
- Friday, 18 October 2019
- Articles

Social media network LinkedIn has defended its anti-scam policies after it came under fire from boosst.financial when it fell prey to a cloning scam.
Read more ...Experts strive for better gender equality in financial firms
- Friday, 18 October 2019
- Articles

Trade association PIMFA, which represents 1,000 investment managers and financial advisers welcomed over 100 delegates at their Women in Wealth Forum last week, in Central London.
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