A senior specialist in trusts and pension funds who rose to a position of managing director aged just 29 has landed a prestigious role with the CISI.
An adviser who set up partnerships to produce films called 'Starsuckers' and 'Mercedes the Movie' has been convicted for attempting to steal £2.2 million in a tax fraud.
The chief executive of an advice firm has appealed against his FCA ban and £86,691 fine today.
Financial Planning is failing to market and promote itself as a career anywhere near as effectively as other financial service professions, a Financial Planning graduate says.
Financial Planners have made a different kind of investment this month by becoming the new shirt sponsors of a local sports team.
The amount of income tax relief Venture Capital Trust investors claimed on their investments increased last year by 8%, new Government figures show.
The Financial Planning arm of Sanlam UK is to be combined with four others into one business but the restructure is “in no way related” to a review of staff and regional offices, officials have insisted.
Octopus Investments has appointed a new strategic partnerships manager to support the company’s growing activity in the wealth management market.
Five firms could face a probe by FCA enforcement officers after failing to show the suitability of clients’ investment portfolios.
The UK is becoming the leading country in the world for Paraplanning, as professionals from nations around the world seek to follow its example, a top expert has told Financial Planning Today.
Page 1362 of 1767