Business & Development
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PFS appoints two new board members
The Personal Finance Society (PFS) has announced the appointment of two new Board members. PFS members Kate Gannon and Craig Palfrey will…
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NextGen Planners & Kinder Institute announce groundbreaking collaboration
The Kinder Institute of Life Planning and NextGen Planners have launched a pioneering collaboration that will bring life planning expertise to the forefront of the UK…
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CISI Chartered Firm™ status approved for Fowler Financial Planning
The Chartered Institute for Securities & Investment is pleased to announce that Fowler Financial Planning has been granted CISI Chartered Firm™ status. CISI Chartered…
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Leading the future of Paraplanning: we talk to Steven McBurnie about his vision as new CISI Chair
Steven McBurnie (pictured) has recently been appointed as Chair of the CISI Paraplanner Interest Group. Steven sat down with our very own…
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Bridging the advice gap: Truly Independent’s Katie Brinsden highlights four “targeted support” talking points for advisers
In her latest blog for IFA Magazine, Katie Brinsden (pictured), Managing Director at the national, directly- authorised IFA, Truly Independent, why advisers must…
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Schroders plc appoints Oliver Gregson as CEO, Wealth Management, succeeding Mary-Anne Daly
Schroders plc is today delighted to announce the appointment of Oliver Gregson as CEO, Wealth Management at Schroders plc on Monday 2…
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M&G appoints Chris Hudson to lead its UK distribution growth ambitions, including £62 billion flagship PruFund range
M&G’s Life Insurance Business today announces the appointment of Chris Hudson as Director of Distribution, as the firm ramps up its ambitions…
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UK businesses leading the way with record numbers of female leaders and board members
Top British companies are continuing to lead the way for gender equality in boardrooms with women occupying nearly 43% of roles on…
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7IM expands service team further with Business Development Manager for the Northwest
7IM has appointed Nicky Snow as Business Development Manager for the Northwest to reinforce its support for advisers in the region and…
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Chartered status is the key to a long, successful career in financial services, building confidence and trust for consumers, says CISI
With this week marking Chartered Week 2025, the Chartered Institute for Securities & Investment (CISI) is delighted to support this important campaign to recognise…
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