Articles
Wealth manager and Financial Planner Evelyn Partners has appointed Charlotte Platts to drive Financial Planning growth for the firm in Northern England, Scotland and Northern Ireland.
The FCA has prohibited former investment adviser and company director Clive Harris Mongelard, also known as Clive Harris and Clive Lindsey, from performing any regulated activity function.
I had an especially stupid email recently. Yes – from a product provider – how did you guess? I’ll protect the guilty and not name them here. But the email was a ‘Vendor Assessment’, asking about our ‘Distribution Strategy’ and if we have ever broken our own rules.
The soaring cost of regulation came home with a thump with a report this week from the FCA that its average salary is now over £71,000 a year - more than double the mean UK average.
Platform and SIPP provider Platform One has opened a third office as it looks to support further growth aspirations.
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Asset manager Premier Miton is to launch a managed portfolio service by the end of the month.
FPSB sets date for World Financial Planning Day 2024
Written by Kat MitchellWorld Financial Planning Day 2024 is to be held in October with the aim of promoting the benefits of working with a Financial Planner.
Söderberg takes stakes in 3 IFA firms as expansion continues
Written by Kat MitchellSwedish wealth manager Söderberg & Partners has invested in three more adviser firms as it expands its financial advice presence in the UK.
FCA finfluencer court cases face near 3 year delays
Written by Kat MitchellThe court cases brought by the FCA against the 'finfluencers' accused of issuing unauthorised financial promotions have encountered long delays due to issues with court availability.