Business & Development
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Bellpenny name goes as rebranding announced
Ascot Lloyd Financial Services and Bellpenny, the two firms which merged in July 2017, have become a single, fully independent financial advisory…
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Smith & Williamson grows interim operating income by 10% and says listing unlikely before second half of 2019
The financial and professional services firm Smith & Williamson has grown operating income by 10%, up from £117.5m to £130.1m, for the…
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Advisers: MiFID II creating the headaches, not robots
Advisers see MiFID II as a headache, but there’s no sweat about robo-advice. That’s the conclusion of a new industry survey from…
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Fairstone appoints new CFO
Chartered financial planning firm Fairstone has appointed Gerard Murray as its new Chief Financial Officer. He will start in January 2018 and…
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Shocking fall in industry engagement and the rest of the week’s IFA news
Here’s your Friday IFA news round-up, what you need to know from the industry and the investment communities that’s happened this week.…
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Odd moves
Portfolio manager Alex Odd has joined chartered financial planning firm Fairstone Group. He will take on joint ownership of the group’s portfolio…
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Advisers publishing false credentials will be taken to court
The CISI is taking a hard line with those advisers who publish false credentials in online, paid-for listings. The response comes after…
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Manchester based firm forecasts further growth
A Manchester-based financial advisory firm has just announced end of year results and signalled its intention to grow in 2018. Pareto, which…
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Leeds investment firm achieves key milestone
Leeds based boutique investment house Myddleton Croft has achieved 18% year-on-year growth in Funds Under Management. This means it has reached its…
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Adviser firms struggling to hire new recruits
Financial advisers are worried they will not be able to attract the fresh job talent to the industry and the impact this…
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