Wealth planning and investment management firm Brown Shipley has hired a new director.
Read more ...FCA seeks compensation for Park First investors
- Thursday, 17 October 2019
- Articles
The FCA has started proceedings against Park First Limited, its senior managers, including its chief executive officer and a number of other companies connected to the Park First group.
Read more ...FCA data shows 4.29m complaints for first half of 2019
- Thursday, 17 October 2019
- Articles
The FCA has revealed it received 4.29m complaints in the first half of 2019.
Read more ...Financial Planning fintech firm launches PROD MiFID II guide
- Thursday, 17 October 2019
- Articles
Financial Planner-focussed fintech firm Clever has launched a new free PROD guide to help IFAs to design and deliver financial solutions for their clients whilst working within the regulatory framework of MiFID II.
Read more ...Tatton acquires Tenet subsidiary in £2.7m deal
- Thursday, 17 October 2019
- Articles
DFM and IFA support firm Tatton Asset Management has acquired a subsidiary of Tenet in a £2.7m deal.
Read more ...Boosst: ‘How we fought back against clone scammers’
- Wednesday, 16 October 2019
- Articles
Financial Planning firm boosst.financial has revealed how it fought back against scammers who tried to clone the firm’s identity to rip off investors.
Read more ...IFA promotes Chartered Planner as funds top £250m
- Wednesday, 16 October 2019
- Articles
North West independent financial adviser Acumen Financial Partnership has boosted its management team with the addition of a Chartered Financial Planner as the expanding firm’s funds break through the £250m level for the first time.
Read more ...FCA wants better disclosure on climate change issues
- Wednesday, 16 October 2019
- Articles
The FCA wants better disclosure to clients on climate change issues and ‘green’ financial products.
Read more ...PIMFA 2019: Auto-enrolment could be expanded, summit hears
- Wednesday, 16 October 2019
- Articles
Delegates at the PIMFA Summit in London this morning heard how pensions auto-enrolment could be used as a framework for future savings.
Read more ...PIMFA 2019: Annual Summit opens in London
- Wednesday, 16 October 2019
- Articles
The annual summit of wealth management trade association PIMFA, which represents 1,000 investment managers and financial advisers, got underway this morning.
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