Business and Development
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Nearly all regulated firms at risk of financial crime without daily customer due diligence
New data reveals that more than nine out of 10 (92%) regulated firms do not carry out daily monitoring on clients. This…
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PFS announces new Board member and Vice Presidents
The PFS Board has announced the appointment of Ben Wright as a new Director of the organisation. Mr Wright, a Chartered Financial…
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Former CashCalc employees reunite to solve the integration issue
New industry start-up ZeroKey today announced that former CashCalc employees are behind its mission to integrate technology and help financial advisers eliminate…
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CII shares statement in response to The Buckland Review of Autism Employment published today
Following publication of The Buckland Review of Autism Employment that was issued this morning, The Chartered Insurance Institute (CII) has issued a…
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Royal London announces new Group Chief Operating Officer
Royal London, the UK’s largest life, pensions and investment mutual, has announced the appointment of Peter Josse as its new Group Chief…
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Shortage of IFAs and wealth managers unlikely to improve, according to new study
One in five (19%) of UK adults with stock market related investments have struggled to find an IFA, financial planner or wealth…
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FCA to improve pace and transparency around enforcement cases
The Financial Conduct Authority (FCA) has today committed to carrying out enforcement cases more quickly as the organisation seeks to increase the…
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5 things UK advisers should consider when partnering with global advice firm
Written by Stuart Ritchie, Managing Partner at GSB Capital, offers practical tips for advisers looking to retain clients – especially HNWIs –…
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Fortify Wealth – new advice firm launched by two ex-Octopus Sales Managers – A partner of M&G Wealth Advice
After a combined tenure of 15 years at Octopus Investments, Joe Payne and Tom Wood have decided to help bridge the advice…
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Quilter adds two new appointed representative firms to advice network
Financial advice network, Quilter Financial Planning, has reported today that it has added two new appointed representative firms to its network. In…
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