A large proportion of grandparents thought a recession would be good for their “snowflake” grandchildren, as a new survey revealed 35% had loaned them money, with only half of the cash repaid in full.

Cyprus based finance professionals are being offered the chance to study for the CISI’s Chartered Wealth Manager qualification.

A wealth management company is celebrating after gaining coveted Chartered Financial Planners status.

The Investment Association has today launched the first profession-wide consultation on “sustainability and responsible investment.”

VitalityInvest has launched two new funds in partnership with Investec Bank, in their new Protector Fund range, that it says will offer advisers more diverse opportunities for growth and returns for their clients.

St James’s Place boosted adviser numbers, to just 46 short of 4,000, a trading update has revealed.

Independent financial advisory firm deVere is to reopen offices in Mallorca.



Digital risk profiling and investment service Dynamic Planner has unveiled a new £5m technology investment.

The CISI’s Financial Planning and wealth management members have responded positively to Government plans to introduce a pensions dashboard, but are worried about the costs.

No structured products distributed by UK intermediaries matured with a loss last year, according to new figures.