Openwork’s Mike Morrow and Investec’s Ciaran Whelan have joined the board of wealth manager trade body PIMFA.
Read more ...Newsmakers: Continuum’s Martin Brown
- Tuesday, 09 February 2021
- Articles
Martin Brown, managing partner of national IFA and Financial Planning firm Continuum (Financial Services) LLP, has spoken exclusively to Financial Planning Today about opportunities this year, the challenges of business growth in a pandemic, and how he spends his spare time working as 'Bob the Builder'.
Read more ...Foster Denovo launches passive ESG portfolio range
- Tuesday, 09 February 2021
- Articles
National advice firm Foster Denovo has added a passive managed range of five portfolios to its Sustainable Dynamic Portfolios.
Read more ...Tavistock reports drop in new business due to pandemic
- Tuesday, 09 February 2021
- Articles
Financial adviser network and wealth manager Tavistock has reported a reduction in new advisory business levels, influenced by its advisers’ ability to meet with clients during the Coronavirus pandemic.
Read more ...James Hay set to buy Nucleus for £145m
- Tuesday, 09 February 2021
- Articles
Private equity-owned platform James Hay is to buy rival Nucleus Financial for £145m in an all-cash deal announced today.
Read more ...FCA missed early detection of 600 LCF ‘red flags’
- Monday, 08 February 2021
- Articles
Shortcomings at the FCA call centre meant the watchdog failed to take early action on the failed mini-bond firm London Capital & Finance (LCF) despite over 600 calls from worried clients.
Read more ...Brown Shipley appoints Brewster to senior role
- Monday, 08 February 2021
- Articles
Wealth manager Brown Shipley has recruited Calum Brewster from Julius Baer to be its new managing director, head of private banking & client solutions.
Read more ...Scottish planner joins 500 global Registered Life Planners
- Monday, 08 February 2021
- Articles
A growth in numbers in Scotland has helped the US-based Kinder Institute of Life Planning notch up its 500th Registered Life Planner globally.
Read more ...D2C ISA sales surge in 2020 - report
- Monday, 08 February 2021
- Articles
New direct investment by consumers fuelled a surge in net ISA sales in 2020 to £5.6bn - up 77.3% on 2019’s £3.2bn, according to a new report.
Read more ...Bailey to be grilled by MPs on LCF fiasco
- Monday, 08 February 2021
- Articles
Bank of England Governor Andrew Bailey, former CEO of the FCA, is due to be grilled today by MPs about regulation of the £236m failed mini-bond firm London Capital & Finance.
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