PIMFA, which represents 1,000 UK wealth managers and and financial advisers, has appointed three new board members.
Financial Planning Today is supporting a major event helping Financial Planners be better at marketing and comms and is offering readers an exclusive £50 off ticket prices until the end of today (Friday 7 Sept).
A Financial Planning firm is celebrating its two-year anniversary and has hired a new Paraplanner to expand its team.
The Financial Services Compensation Scheme (FSCS) has stepped in to protect members of Dial-A-Cab, which has stopped trading and is now in default.
Fast expanding SIPP provider Curtis Banks is to see a major management change next year as deputy chief executive Will Self steps up as CEO while current CEO Rupert Curtis will step aside but remain in “an active role” as Founder and Senior Adviser.
The FCA and CII have launched a reassessment test of the level 4 Diploma in Financial Planning for advisers.
The FCA has appointed a new director of competition.
Man GLG, Man Group’s discretionary investment management business has bought Sanlam’s Strategic Bond business to Man GLG for an undisclosed fee.
Fears that the Pensions Dashboard plans have been shelved by the Government were allayed after Secretary of State for Work and Pensions, Esther McVey, appeared this week to back the scheme.
AFH, the Midlands-based Financial Planning-led wealth manager, has bought Bedfordshire IFA firm Ashton House for £2.6m.