Membership of the CISI, the professional body for UK-based Certified Financial Planners, has risen by 18% in the UAE as more local professionals seek internationally-recognised qualifications.
Financial and professional services firm Smith & Williamson is set to move to a new City of London site.
Expanding wealth manager and Financial Planner Brewin Dolphin has bought the Republic of Ireland wealth management business of Investec for approximately £38m, it announced today.
Life planning guru George Kinder has released a video in which he claims a utopian “paradise on Earth” can be created.
More than 20 per cent of clients of IFA firm deVere Group have sought advice on moving UK assets out of Britain since the Brexit vote in 2016.
James Hay and Saunderson House both boosted assets in the first quarter on 2019, according to a trading update from parent company IFG.
The FCA has today published Decision Notices in respect of three firms and five individuals who it says acted “without integrity” over pension transfers which affected 2,000 customers and £76m in pension assets.
DD|hub has revealed more than 260 firms have signed up to it in the first three months of the due diligence service’s existence.
The Art of Finance, a new venture from Cathi Harrison, has partnered with Bespoke Training Solutions (BTS) to deliver the accredited training for candidates to complete their Diploma in Regulated Financial Planning.
A survey by pensions firm XPS has revealed that each year 70,000 Defined Benefit scheme members are using the Pension Freedoms to leave their schemes - with most shifting their money to a SIPP.