The Chartered Institute for Securities & Investment’s annual Paraplanner Conference will return this year as an online event due to the popularity of this format.

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The two day Chartered Institute for Securities & Investment’s Annual Paraplanner Conference is getting under way today. 

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Wealth manager is hunting for a new chairman following the decision of current chair Philip Shelley to retire and focus on other business ventures with effect from 25 April. 

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SIPP provider Curtis Banks has reported a modest 4.7% rise in pre-tax profits to £14m as SIPP numbers fell year on year by 2,544.

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Royal Bank of Canada (RBC) has launched a recommended bid to acquire major UK wealth manager and Financial Planner Brewin Dolphin for £1.6bn.

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The Financial Conduct Authority is set to launch a scheme to pay out an estimated £71.2m to victims of the British Steel Pension Scheme pension transfer scandal.

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Chartered Financial Planner Makala Green, a former St James’s Place partner, has written her first book to help people from all walks of life manage their money better using Financial Planning principles.

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North West Financial Planning firm Foresight Wealth Strategists has made its first acquisition with the purchase of Bury-based Independent Financial Adviser Platinum Socially Responsible Investments for an undisclosed sum. 

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The FCA has fined asset manager GAM International Management Limited (GIML) £9.1m and also fined one of GIML's investment managers for conflicts of interest failings related to gifts and entertainment received from the collapsed Greensill investment business.

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The Financial Ombudsman Service has today confirmed it will increase its annual budget for the coming year by just over 18.5% to £291.7m.

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