06/24/2013
Secret IFA: It’s one rule for them, thousands for advisers
MM’s undercover adviser wonders why those creating the rules are not subjected to the same scrutiny he is
06/24/2013
This acquisition brings 16 new advisers, including all 5 shareholder directors of Shape Financial
06/24/2013
Barclays adds to wealth arsenal with Southeast opening
The branch will offer a range of private banking and wealth advisory services as well as corporate banking through a team led by Mark Moran.
06/24/2013
FEIFA has announced a new partnership with Brooks Macdonald Funds (BMF).
06/24/2013
Independent financial advisory service the deVere Group has today confirmed the appointment of Peter Hobbs as a non-executive director to its board, with effect from 1st July 2013.
06/23/2013
American citizens living in the UK are struggling to get financial advice as private client and wealth managers turn away clients with links to the US.
06/23/2013
Money from wealthy families is slowly seeping into these offices after a series of mis-selling and mismanagement scandals in both Europe and Asia.
06/23/2013
these new rules as one of the main reasons it had shut its investment services.
06/23/2013
The state-backed Royal Bank of Scotland is under fire for lavishing hundreds of thousands of pounds on corporate hospitality
06/23/2013
It said it attracted new clients from larger firms, along with a mixture of private individuals and families, charities and trusts.
06/23/2013
The new UK operation is being branded THG Wealth Management UK, and was due to open its doors initially in the St James’s Place
06/23/2013
The combination of professional holistic financial planning by St. James’s Place, and CAF’s expertise and range of solutions in making charitable giving easy at minimum cost
06/20/2013
Fortitude Financial Planning has teamed up with Seven Investment Management
06/20/2013
The bankers to the Queen of England have become the latest to give a vote of confidence to Irish government debt.
06/20/2013
His name on the Queen’s Birthday Honours list triggered a storm of protest.
06/20/2013
The bank is sufficiently capitalized and had remained profitable despite a recession in the Netherlands.
06/20/2013
With RDR putting further pressure on margins as the industry adapts to the end of trail commission, and regulatory costs only moving in one direction, prospects for the sector as a whole appear uncertain at best. Read more: http://www.investmentweek.co.u
06/20/2013
The government bill, supported by Swiss banks, was aimed at helping firms not yet part of the U.S. probe avoid an indictment like that of Wegelin & Co.,
06/20/2013
The cap will apply to subsidiaries of EU banks anywhere in the world
06/19/2013
Raymond James Investment Services has revealed details of an additional bundled pricing model for its administration platform.