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.
Read more ...242 sign up for CISI Paraplanner Conference 2022
- Friday, 01 April 2022
- Articles
The two day Chartered Institute for Securities & Investment’s Annual Paraplanner Conference is getting under way today.
Read more ...WH Ireland hunts for new chairman
- Thursday, 31 March 2022
- Articles
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.
Read more ...Curtis Banks hit by 2,500 fall in SIPP numbers
- Thursday, 31 March 2022
- Articles
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.
Read more ...Canadian bank RBC bids to buy Brewin Dolphin for £1.6bn
- Thursday, 31 March 2022
- Articles
Royal Bank of Canada (RBC) has launched a recommended bid to acquire major UK wealth manager and Financial Planner Brewin Dolphin for £1.6bn.
Read more ...FCA scheme set to pay £71.2m to BSPS victims
- Thursday, 31 March 2022
- Articles
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.
Read more ...Chartered Financial Planner Makala pens money book
- Thursday, 31 March 2022
- Articles
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.
Read more ...North West Planner makes first acquisition
- Wednesday, 30 March 2022
- Articles
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.
Read more ...FCA fines GAM £9.1m in Greensill-related failings
- Wednesday, 30 March 2022
- Articles
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.
Read more ...FOS increases budget by over 18%
- Wednesday, 30 March 2022
- Articles
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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