Articles

Monday, 15 November 2021 09:14

SJP partners with later-life platform

Written by
Rate this item
(0 votes)

Wealth manager St James’s Place has partnered with later-life services platform Air Group.

Monday, 15 November 2021 08:51

Defaqto adds client ESG preference tool to Engage 

Written by
Rate this item
(1 Vote)

Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.

Monday, 15 November 2021 08:22

Kingswood acquires Yorkshire Planner for £3.4m

Written by
Rate this item
(0 votes)

Wealth manager and Financial Planner Kingswood has acquired Yorkshire-based Financial Planning firm Money Matters North East (MMNE).

Rate this item
(0 votes)

I was saddened this week, as I’m sure many of you were, to learn of the untimely death of veteran Financial Planner Carolyn Gowen at the relatively young age of 58, just a few months after she retired.

Friday, 12 November 2021 11:04

FCA fines award winning firm over £600k

Written by
Rate this item
(0 votes)

The FCA has fined award-winning firm Sunrise Brokers LLP £642,000 for ‘seriously deficient’ anti money laundering systems and controls.

Page 11 of 1410
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/