Chartered Financial Planner Fairstone, one of the UK’s most acquisitive wealth managers, has hired Steve McNicol from the legal sector as its new chief development officer.
Read more ...FCA warns firms to abide by Russian sanctions
- Monday, 14 March 2022
- Articles
The FCA has warned regulated firms to take steps to ensure they comply with government sanctions on Russian investments and doing business with Russia.
Read more ...Goldman Sachs may take Nucleus stake - reports
- Friday, 11 March 2022
- Articles
Wall Street bank Goldman Sachs is believed to be one of three bidders aiming to take a sizeable stake in adviser platform Nucleus, according to a report from Sky News today.
Read more ...1,000+ adviser firms sign up for NS&I online service
- Friday, 11 March 2022
- Articles
More than 1,000 advice firms have so far registered to use NS&I’s online service designed to improve access to NS&I advised client details.
Read more ...Revealed: Top 10 life and financial goals
- Friday, 11 March 2022
- Articles
The top 10 life and financial goals of Britons have been revealed, with 97% of people saying it is important to set key goals in life.
Read more ...Lighthouse acquirer buys London IFA firm
- Friday, 11 March 2022
- Articles
MKC Wealth - which acquired the advice arm of the troubled Lighthouse group from Quilter last year - has acquired veteran London IFA Anthony, Bryant & Company for an undisclosed sum.
Read more ...Chartered Planner's staff sleep rough for charity
- Friday, 11 March 2022
- Articles
A team from Chartered Financial Planning firm Unividual slept rough on the streets in Bath last week to help raise funds for a homeless charity.
Read more ...Depledge becomes 67th CISI Accredited Planning firm
- Thursday, 10 March 2022
- Articles
Wealth management and Financial Planning firm Depledge Strategic Wealth Management has become a CISI Accredited Financial Planning Firm.
Read more ...Moret calls for Consumer Duty dashboard
- Thursday, 10 March 2022
- Articles
Industry veteran John Moret has called on the Financial Conduct Authority to add a customer service 'dashboard' to its proposed Consumer Duty rules.
Read more ...Lockdown habits boost 1 in 2 wealthy Britons
- Thursday, 10 March 2022
- Articles
Almost half (47%) of wealthy Britons say their finances have improved due to retaining lockdown habits such as stricter budgeting and curtailing unnecessary spending.
Read more ...