The independent Financial Services Consumer Panel, which advises the FCA, has announced three new members.
Read more ...Hunt for new CEO for Heartwood after reshuffle
- Friday, 01 November 2019
- Articles
Tracey Davidson has been appointed chairman of investment manager Heartwood from today and will also assume the new role of deputy CEO of Handelsbanken, Heartwood’s parent company.
Read more ...Brewin Dolphin completes £40m wealth firm takeover
- Friday, 01 November 2019
- Articles
Wealth manager and Financial Planner Brewin Dolphin has completed the takeover of the wealth arm of Investec Group in the Republic of Ireland for just under £40m net.
Read more ...Global CFP body selects UK compliance expert as director
- Friday, 01 November 2019
- Articles
The Financial Planning Standards Board Ltd (FPSB), the global body for Certified Financial Planner certification, has appointed UK compliance consultant and lawyer Adam Samuel as one of two new directors.
Read more ...Editor’s Comment: So is it all over for the robo-advisers?
- Friday, 01 November 2019
- Articles
I remember a few years back when I worked at another media business that we had a presentation from a senior bod about the exciting technological future awaiting the company.
Read more ...Editor’s Comment: The grim news about Generation X
- Friday, 01 November 2019
- Articles
I’ve often wondered exactly how many people regularly use an IFA and now we know - it’s about 8%, at least of the key so-called Generation X segment of the population, the important 39-54 year-olds.
Read more ...Editor’s Comment: The St James's Place juggernaut
- Friday, 01 November 2019
- Articles
The mighty St James’s Place juggernaut seems to defy negative forces as the number of advisers working for it grows and grows.
Read more ...Editor’s Comment: Pensions ignorance is unforgivable
- Friday, 01 November 2019
- Articles
For Financial Planners, working with clients over many years and helping them plan towards a better, more secure and comfortable life in retirement must be one of the most rewarding aspects of the job.
Read more ...Editor’s Comment: Goodbye to a Chancellor…and autonomy?
- Friday, 01 November 2019
- Articles
Well, that was a bit of a week, wasn’t it? Few could have guessed on Monday we would have started the week with one Chancellor and ended with another.
Read more ...Editor’s Comment: Is Vanguard the new investment ‘Aldi’?
- Friday, 01 November 2019
- Articles
I am beginning to wonder if low cost investment dynamo Vanguard is becoming the new Aldi of the investment world and what this means for the sector.
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