Jacqueline Wilson
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Advisers urged to review discretionary agreements
Advisers are being told to urgently review their discretionary investment management (DIM/DFM) agreements, as there are fears that thousands may be working…
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CISI appoints Carter as second vice chair to CISI IFP Forum Committee as new members needed
The Chartered Institute for Securities & Investment (CISI) has appointed Keri Carter CFPTM, Chartered MCSI, Chartered Wealth Manager and Managing Director of…
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Newell Palmer buys Wright Financial Planning
Wolverhampton based Newell Palmer has made its second acquisition of 2017, acquiring Wright Financial Planning. The deal adds 80 active clients to…
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L&G appoints Byron to MD Individual Annuities
Legal & General’s Retail Retirement division has appointed Emma Byron as Managing Director, Individual Annuities. Byron has been at L&G for three…
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Fairstone adds two firms
Chartered financial planning group Fairstone has added two more advice firms as part of its buy-out programme. Joining the fold are Octagon…
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Cann to close CISI Financial Planning Conference
Former CEO of IFP Nick Cann will close the CISI Financial Planning Conference on Wednesday 27 September. In 2013 Cann suffered a major…
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Amicus CEO gets Board of UK Finance seat
The CEO of Amicus has been appointed to the Board of UK Finance. John Jenkins joins the Board – a newly formed,…
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Ludlow Wealth Management funds £8m MBO
The senior management at Ludlow Wealth Management, an independently owned financial planning business in the North West of England, has raised £8m…
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FCA Asset Management Report: Industry comment
Vanguard Sean Hagerty, Managing Director, Europe: “This is an important moment for UK investors. We support the FCA’s efforts to lower the…
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Advisers concerned over poor communications with FCA
Nearly all advisers feel left in the dark when it comes to regulator accountability. New research from Panacea, an online resource for…
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