Rebecca Tomes
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Just Group unveils winners of inaugural Vulnerable Customer Awards
The 2021 winners of the inaugural Vulnerable Customer Awards have today been announced. The Just Group 2021 Vulnerable Customer Awards recognise and…
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The purpose of EIS
By Andrew Aldridge, Partner at Deepbridge Capital In 2021, it is still remarkable when you hear financial advisers dismissing investment opportunities out…
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Teachers want financial advisers back in the classroom this World Financial Planning Day
Teachers are calling for more Personal Finance Society members to go back to school this World Financial Planning Day (6 October). As…
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Tilney Smith & Williamson launches succession planning programme for retiring advisers
Tilney Smith & Williamson has launched a succession programme to give financial advisers approaching retirement the opportunity to provide a new home…
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Cooper Parry Wealth Appoints new Chief Growth Officer
Personal Finance Society president Sarah Lord joins Cooper Parry Wealth in key growth role. High profile sector specialist Sarah Lord (pictured) has…
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FE fundinfo acquires Zenith Group
FE fundinfo, a global fund data and technology leader, has acquired Zenith Group, a research, ratings, managed accounts and adviser technology provider…
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Women prioritising short-term planning at the expense of their financial future
New research by Close Brothers reveals almost half of female employees are shoring up their immediate finances at the expense of their…
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The Openwork Partnership appoints Chief Operating Officer
The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment networks, has appointed Frank Meere as Chief…
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World Financial Planning Day
In light of World Financial Planning Day, CEO of intelliflo Nick Eatock discusses how firms can close the advice gap and meet…
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Consumer scepticism of ethical investment labels on the rise
Scepticism surrounding ‘greenwash’ and the validity of ESG and ethical investments is on the rise, reveals new research from Triodos Bank UK.…
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