Octagon Wealth Management
Our weekly heads-up for advisers
The Financial Services Compensation Scheme (FSCS) declared 11 adviser firms in default between 1 August and 31 October.
St James's Place has appointed Dame Helena Morrissey to its board as a non-executive director, effective from 1 January 2020.
Eight firms partway through acquisition process
General election on 12 December
Advisers are facing a number of new regulations to contend with. From the new PROD rules to MiFID II, there is a sea change in the regulatory landscape that advisers are operating in.
Combined five decades’ experience
Following Zurich acquisition
Clients and advisers frustrated by red tape
'Women at financial risk'
Created by 150 individuals