The ex-chief executive of James Hay’s parent company IFG Group has been unveiled as the new CEO at Financial Planning tools provider EValue.
An adviser convicted of theft has lost his court appeal against an FCA ban despite claiming there was a ‘vendetta’ against him.
Two advice firms have been bought by Succession Group for a total of £4m as part of plans to create the UK’s largest independent wealth management business.
Rory Percival, the former FCA technical specialist, is set to reveal the results of his review into the risk profiling tools market.
Rory Percival, the former FCA technical specialist, is set to reveal the results of his review into the risk profiling tools market tomorrow.
About 400 Financial Planners, Paraplanners, advisers, and wealth managers are attending the Morningstar Investment Conference UK, which began this morning.
Rory Percival, the former FCA technical specialist, says practices around capacity for loss are “frankly very poor” among many firms – perhaps the majority.
Fidelity global economist Anna Stupnytska says the world economy is moving into "uncharted territory" as we experience the first year since the financial crisis of 2008 when central banks will fail to pump extra liquidity into world economies.
A leading investment platform analyst has predicted that 75% of all retail assets will be on the top four platforms by 2022 as consolidation gathers pace.
A former Financial Planner is urging the Government to reverse rule changes which he labelled “harmful to the UK’s business and enterprise sector”, as new figures showed a drop of £230m in EIS fundraising in 2015-16.