The CISI’s annual Paraplanner Conference will get under way tomorrow and is expected to attract more than 120 attendees.

AFH has acquired York-based IFA and wealth management firm Corville for £2.9m.

A skilled persons review has called for a raft of compliance and governance improvements at cross border financial services group STM which saw its chief executive arrested in Gibraltar last year.

Adviser and investment platform firm Parmenion has continued its expansion with the hire of Sarah Lyons as its Chief Marketing Officer.

Wealth management company Brewin Dolphin has appointed a new investment manager to its Jersey team.

The Institute of Economic Affairs has released a new report which it says “debunks the myths” surrounding tax havens.

Nucleus, the adviser-built wrap platform, announced record profits in its financial results for the year ended 31 December 2017.

Financial Planning, wealth management and accountancy firm MHA Carpenter Box recently presented the Borough of Worthing with a specially commissioned Royal Sussex Regiment flag to help to commemorate the centenary of the end of the First World War and the Battle of Boar’s Head. 

Senior staff at a national recruitment agency tried to save money by impersonating their temporary workers to opt them out of their workplace pension scheme.


Openwork has launched its Academy Fast Track programme to encourage people with no significant financial services experience to enter the financial advice profession as a second career.