Business and Development
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Robo-advisers not trusted says new report
Are robo-advisers having a credibility crisis? A new report has revealed that investors have retreated from e-investment platforms in favour of human…
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“GDPR is a game changer for the financial services industry – the biggest shake-up I can remember.”
Nigel Green, the founder and chief executive of deVere, one of the world’s largest independent financial services organisations, said that the General…
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Fairstone appoints CFO
Chartered financial planning group Fairstone has appointed Chris Rigg as Chief Financial Officer (CFO). Rigg takes up the role with immediate effect…
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PIMFA warns again on hard Brexit
As Parliament debates Withdrawal Bill amendments, PIMFA reiterates call for three phase approach and one step Brexit. In a statement just released,…
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Equilibrium adds six staff
Wealth manager Equilibrium Asset Management has hired six new employees. The company now employs 78 and the firm’s advisers manage almost £800m…
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CISI launches Kenya office
The Chartered Institute for Securities & Investment (CISI) has opened its first African office, in Kenya. Based in the Westlands district of…
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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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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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