Jacqueline Wilson
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Live webinar: Disruptive technology’s impact and potential opportunities
The L&G ETF webinar on disruptive technology takes place on Thursday 14 June at 10am. It asks the question, from robotics to…
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Outlook for the Russian economy and equities ahead of world cup
Naomi Waistell, emerging market equities portfolio manager at Newton Investment Management (part of BNY Mellon IM), on the outlook for the Russian…
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Advisers reveal biggest pension freedoms concern
New research shows that the lack of consumer understanding and awareness of Pension Freedoms are the biggest concerns for advisers, three years…
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Bonham Carter and Webb join Netwealth as non-executive directors
Netwealth Investments, the discretionary wealth manager, has appointed Edward Bonham Carter (above), Vice Chairman of Jupiter Fund Management, and Merryn Somerset Webb,…
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Invesco acquires Intelliflo
Global investment management firm Invesco has acquired Intelliflo, the UK’s leading technology platform for financial advisers. Intelliflo has been owned by HgCapital,…
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Morningstar appoints COO
Morningstar Investment Management Europe, part of the Morningstar Investment Management group, has appointed Steve Croucher as Chief Operating Officer. Croucher will be…
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Julie Lord: “The FCA listened to us…”
As the new DB rules make cashflow modelling effectively mandatory, speaking at the PFS Power Live conference today, Julie Lord, director of…
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Fairstone adds two advice firms
Chartered financial planning group Fairstone has added Utopia Financial Planning and Sovereign Wealth Management into its downstream buy out programme. The plan…
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Highly defensive alternatives fund launches
A highly defensive alternatives fund, which focuses on attractive and stable income returns, and is said to the first of its kind, has…
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Charles Stanley adds to regional investment management teams
Wealth manager Charles Stanley has added two new investment managers to its regional network. Geoffrey Cooban joins the Birmingham private client investment…

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