Chartered Financial Planning firm Fairstone has seen its client base rise to 59,000 – a 5% increase over the past six months – with three firms joining its Downstream Buy Out (DBO) programme and a further four being fully acquired by the business.
Read more ...Fairstone hails acquisitions and 'significant' client growth
- Friday, 13 September 2019
- Articles

Millennials snub wealth managers in favour of fintech - study
- Thursday, 12 September 2019
- Articles

A new global study on the banking behaviour of people born between 1981 and 1996 has revealed that millennials were snubbing wealth managers in favour of fintech.
Read more ...Yellowhammer release as FCA urges Brexit readiness
- Thursday, 12 September 2019
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CISI launches SMCR Conduct Rules members toolkit
- Thursday, 12 September 2019
- Articles

With the December deadline looming for the extension of the FCA SMCR Conduct Rules to all UK solo-regulated firms, the CISI has launched a new SMCR Conduct Rules Toolkit.
Read more ...Paraplanners Powwow begins with a new host
- Thursday, 12 September 2019
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Paraplanners are gathering in teepees in rolling hills in Aynho, Northants.
Read more ...Firm makes senior Financial Planning hire
- Thursday, 12 September 2019
- Articles

Punter Southall Aspire has expanded its team of Financial Planners with the appointment of Richard Cole, as director of Financial Planning in its Bedford office.
Read more ...Launch of Financial Planning Today print magazine
- Wednesday, 11 September 2019
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Financial Planning Today has launched a brand new print version of its popular digital magazine, also called Financial Planning Today.
Read more ...PFS members share Financial Planning best practice
- Wednesday, 11 September 2019
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Three new faces are joining the Personal Finance Society’s Financial Planning Practitioner Panel to share best practice with the professional body’s membership.
Read more ...SJP reviews incentives after ‘cruises and watches’ storm
- Wednesday, 11 September 2019
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St James’s Place (SJP) is to review its incentives for advisers after it was revealed they included high-value rewards such as cruises, cufflinks and watches.
Read more ...FOS receives over 200 complaints against adviser firms
- Wednesday, 11 September 2019
- Articles

The Financial Ombudsman Service received more than 200 complaints against large financial advisory firms in the first half of the year.
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