The Chartered Insurance Institute to run a series of diversity and inclusion events with local institutes to celebrate and explain the benefits of diversity and inclusion for the profession during the ‘DiveIn’ festival in September.
Dealing with MiFID II continues to be a major challenge for financial advisers, according to polls among more than 1,000 delegates who attended recent industry tech conferences.
Protection challenger Guardian has promoted Katya MacLean to interim CEO to cover for CEO Simon Davis who is stepping down temporarily for personal reasons.
Multi-retiree families will soar to over 1m over the next 20 years, according to a new study.
The Personal Finance Society (PFS) has welcomed the launch of the new DB Transfers Guidance document by PASA.
IFA firm Wren Sterling has acquired T D Armstrong Financial Planning Limited, a Dunfermline-based independent Financial Planning business.
The High Court has consented to an order by which UCIS firms and directors will pay funds to the FCA for distribution to investors.
Transfer values fell slightly during June 2019, as the number of DB transfers over the month also fell marginally.
Smith & Williamson, the financial and professional services group, has announced boosted funds and profits in a “solid” performance for the year ended 30 April.
New research suggests that one in four workers would consider a career as a financial adviser.