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  • Former HSBC Planning head joins fintech

    Financial Planning technology firm Ortec Finance has appointed Mark Glover as managing director and head of UK wealth management.

  • Wealth managers predict 20% client growth

    Wealth managers and Financial Planners reckon there’ll be client growth of more than 20% over the next three years as the number of wealthy people grows, according to a new global study.

  • Deon Dreyer

    New managing director appointed at finance firm

  • The FCA has reminded firms many times that the Consumer Duty is not a tick box “once and done” exercise

    1 in 12 advisers to miss Consumer Duty report deadline

  • Social media

    Social media 'noise' hits professional advice

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