NS&I has held exploratory talks with a number of investment and wrap platforms used by Financial Planners with a view to client investments being managed this way.
Read more ...NS&I in talks to add its products to investment platforms
- Wednesday, 08 May 2019
- Articles
AIC overhauls investment company sectors
- Wednesday, 08 May 2019
- Articles
The Association of Investment Companies (AIC) has revamped its investment company sectors following an industry-wide consultation.
Read more ...Chartered Financial Planner Fairstone acquires IFA
- Wednesday, 08 May 2019
- Articles
Chartered Financial Planning firms Fairstone has acquired Leicester-based IFA Brett & Randall Financial Services.
Read more ...FSCS ‘sorry’ for failed £236m mini-bond confusion
- Wednesday, 08 May 2019
- Articles
The Financial Services Compensation Scheme has apologised to potentially misled clients of the failed London Capital and Finance (LCF) mini-bond.
Read more ...Bankhall’s new hire to boost Financial Planner relationships
- Wednesday, 08 May 2019
- Articles
Bankhall and PMS Mortgage Club, part of Sesame Bankhall Group (SBG), have bolstered their support for directly authorised firms with the appointment of an advisory relationships director.
Read more ...Lords back Intergenerational Impact Assessments
- Wednesday, 08 May 2019
- Articles
A House of Lords committee has backed proposals for Intergenerational Impact Assessments (IIAs).
Read more ...Financial advisers get online access to NS&I client holdings
- Wednesday, 08 May 2019
- Articles
NS&I has unveiled a long-awaited new online service for financial advice firms allowing them to see for the first time a client’s full NS&I holdings when they want.
Read more ...Financial Planner reveals 2 new partner promotions
- Tuesday, 07 May 2019
- Articles
A South West-based Financial Planning and accountancy firm has promoted two new partners.
Read more ...Financial Planner launches ‘Young Leaders’ video initiative
- Tuesday, 07 May 2019
- Articles
A Northern Ireland Financial Planning firm has launched a series of videos coincide with the run-up to the Young Leaders NI Annual Conference.
Read more ...Brown Shipley makes new senior investment hire in London
- Tuesday, 07 May 2019
- Articles
Wealth planner and investment management firm Brown Shipley has made a new senior appointment in London.
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