The CISI has added a Certified Financial Planner and a senior wealth manager to its board.
Read more ...Nearly 1,000 attend PFS Conference online
- Tuesday, 02 November 2021
- Articles
The annual Personal Finance Society (PFS) conference kicked off this morning with Financial Planners hearing how they can help clients achieve financial freedom.
Read more ...Wealth manager sponsors Olympic equestrian hopeful
- Tuesday, 02 November 2021
- Articles
Wealth manager and IFA Woodward Financials has sponsored Olympic Dressage hopeful Megan Brown.
Read more ...Low interest rates prompting investment surge
- Tuesday, 02 November 2021
- Articles
Low interest rates on cash savings are driving over half (54%) of adults to move money into investments, according to a new report.
Read more ...Asset management giants commit to tackle deforestation
- Tuesday, 02 November 2021
- Articles
Firms with over $8.7trn (£6.4trn) in assets under management have committed to tackling deforestation.
Read more ...M&G hires ex-Brown Shipley director as CIO
- Tuesday, 02 November 2021
- Articles
M&G Wealth has appointed Shanti Kelemen as its first chief investment officer.
Read more ...Profession must heed message of COP26 say Planners
- Tuesday, 02 November 2021
- Articles
The advice profession must heed the messages coming from the COP26 conference on climate change, say a number of leading Financial Planners.
Read more ...Research reveals generations split on ESG investing
- Monday, 01 November 2021
- Articles
Four out of five investors under 25 with £250k+ of investible assets invest in ethical funds compared to under a quarter of over 65s, according to new ESG research published as the COP26 conference gets under way in Glasgow today.
Read more ...7 firms join forces to push benefits of digital advice
- Monday, 01 November 2021
- Articles
Seven digital advice businesses have joined forces to push the benefits to consumers of digital advice over traditional advice.
Read more ...£1.3bn inflows for Tilney in Q3
- Monday, 01 November 2021
- Articles
Tilney Smith & Williamson saw £1.3bn of gross new business inflows in the third quarter.
Read more ...