Business and Development
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Quilter Cheviot launches Internship Programme to kick-start careers in investment management
Quilter Cheviot has announced the launch of a 12-month Investment Management Internship Programme, which has welcomed six individuals looking to begin a…
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Square Mile appoints Maria Mealing as Business Development Director
Square Mile Investment Consulting and Research (Square Mile) has appointed Maria Mealing as a Business Development Director. In this new senior role, Maria…
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FCA sets expectations ahead of incoming crypto marketing rules
Tough new rules designed to make the marketing of cryptoasset products clearer and more accurate, and that ban incentives like ‘refer a…
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FemaleInvest and InvestEngine partner to help more women to maximise their savings and close gender investment gap
· The new partnership will support more women who want to get into investing but are unsure where to start and help efforts…
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The journey to selling, purchasing or retiring from an IFA business
Bringing you a summary of some of the key takeaways from the latest IFA Magazine webinar, where a panel of experts delve…
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Pembroke VCT launches new £40m offer with an additional £20m over allotment facility
Pembroke VCT plc, the venture capital trust focused on backing early-stage businesses with exceptional and innovative founders and management teams, has launched a…
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atomos acquires IFA business Equanimity Independent Financial Advisers Limited
atomos, the advice-led wealth manager, announces the acquisition of North London-based financial advice business, Equanimity Independent Financial Advisers Limited. atomos’s clients will benefit…
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Brooks Macdonald becomes latest appointment to SimplyBiz’s Risk Controlled solutions range
SimplyBiz has announced that Brooks Macdonald’s Risk Controlled Model Portfolio Solutions are the latest addition to its Risk Controlled investment solutions range,…
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It’s just business, but being fired by a client can still sting for advisers: Morningstar research reveals WHY it happens and what you can do to avoid it
Morningstar’s Samantha Lamas and Danielle Labotka explain some of the key details of research they’ve recently carried out into why clients fire…
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Paraplanners call for better tech to help deliver value for clients
Improved technology and better connectivity are top of paraplanners’ wish list, according to the latest quarterly data from the Scottish Widows Paraplanner…
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