Business and Development
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Advisers struggling with data protection deadline
It’s just weeks until the General Data Protection Regulation (GDPR) deadline, yet advisers still have work to do. This is the conclusion…
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Sandringham moves to independent status
Sandringham Financial Partners, one of the leading national advice firms in the UK, has moved from a restricted advice proposition to whole…
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FundsLibrary appoints Chief Technology Officer
FundsLibrary has appointed Andy Toghill as Chief Technology Officer, a new role for the business. Toghill joined from AXA and prior to…
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“Trump’s trade war with China is a policy mistake of gigantic proportions…”
Jan Dehn, head of research at Ashmore Group, outlines why Trump’s trade war with China is a policy mistake of gigantic proportions,…
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Michael Cole-Fontayn is new CISI Chairman
Michael Cole-Fontayn has been appointed Chairman of The Chartered Institute for Securities & Investment (CISI). Cole-Fontayn will formally become CISI Chairman from…
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Will robo 3.0 threaten IFAs?
Lester Petch, CEO of non-advised investment platform FinchTech, looks at the impact of robo-platforms. Robo-platforms have already had a dramatic effect on…
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Founder and chairman of Myddleton Croft Investment Managers bows out
The founder and chairman of Myddleton Croft Investment Managers has announced his retirement. David Cowell, who founded the Leeds-based boutique investment managers…
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Tenet lifts earnings and restructures loss making subsidiary
Tenet Group, the Leeds-based adviser support group, posted a 44% increase in earnings to £2.2m for the 12 months to 30 September…
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Adviser satisfaction levels declining
The percentage of advisers putting all their business on platforms may have increased significantly (up 45% to 16% in the last year),…
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EQ Investors appoints Vanda Cox as Director
Boutique planning led wealth manager EQ Investors has appointed Vanda Cox to lead its corporate benefits business. In a newly created role,…
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