Intelliflo's Intelligent Office management system has been awarded ‘Approved Associate System’ status, in relation to the ISO22222 standard and The Paraplanner Standard by Standards International.
Sackers & Partners LLP (Sackers), the specialist law firm for pensions and retirement savings, has hired two new associates.
Researchers from Cass Business School and the University of Bristol have discovered that women are more risk averse than men when it comes to financial risk taking.
Standard Life has today launched its Individually Managed Accounts (IMA) technology on its wrap platform.
Informed Choice has announced the appointment of Shelley McCarthy as its new managing director.
Next month a CII-led event will focus on getting women talking about money and financial wellbeing.
New research has revealed just over half (55%) of wealth managers will survive if they do not digitally innovate.
EU heads of state extended the Brexit until 31 January - in principle - today via what was dubbed a “flextension”.
Trade association PIMFA, which represents 1,000 investment managers and financial advisers, has called on the FCA to “raise the bar” instead of banning contingent charging.
Financial Planning and wealth management group Tilney has made a new senior hire in Birmingham.