IFP member Jason Butler CFPCM has written a new book as a guide to wealth management.
John Simmonds has stepped down from his role as chairman of Bluefin Corporate Consulting and Bluefin Wealth Management to pursue other interests.
The next step in the creation of the Sesame Bankhall Group wealth management service has been announced with the appointment of Pan Andreas.
In a year that brought record FSA fines, a guide to making complaints was one of the most visited pages on the FSA website.
Philip Congrave, managing director of Prestwood Software, is to retire this month.
Aegon has described the RDR as an “opportunity for the industry to do the right thing” for consumers and the future health of the industry.
The total cost of fines issued to companies and individuals by the Financial Services Authority in 2011 was £66,144,839.
Isa sales were a favourite topic on Financial Planner Online during 2011, being the most-read articles on the site last year.
Former Monetary Policy Committee member Dr Andrew Sentance has been awarded a CBE for his services to the economy as part of the New Year Honours List.
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