St James’s Place (SJP) is to review its incentives for advisers after it was revealed they included high-value rewards such as cruises, cufflinks and watches.
The Financial Ombudsman Service received more than 200 complaints against large financial advisory firms in the first half of the year.
Rathbone Unit Trust Management (Rathbones) will introduce its High Quality Bond Fund to a broader base of cornerstone UK investors, it has revealed.
The Aegon Master Trust has received authorisation from the Pensions Regulator (TPR).
XPS Administration, part of XPS Pensions Group, has been awarded silver level accreditation by Investors in People the international standard for people management.
Paraplanners are gearing up for the return of the annual Paraplanners Powwow which will be held in teepees in Aynho, Northants.
Timeline has revealed a two-way integration with Intelliflo’s adviser back-office system Intelligent Office.
Aegon UK has revealed that chief executive Adrian Grace is to step down after 10 years at the helm.
Investec Wealth & Investment (IW&I) has appointed Hannah Dampney to the role of senior investment manager at its Bournemouth office.
The responses from readers taking part in the latest Financial Planning Today survey demonstrated the wide variety of business areas that Financial Planners advise on and transact.