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Your profession

IFA develops trading algorithm with philanthropic twist

Your profession

IFA develops trading algorithm with philanthropic twist

Donated more than £1,000 to cancer charity

clock 31 August 2021 • 2 min read
Ascot Lloyd acquires Aberdeen-based firm and posts £30m loss

Your profession

Ascot Lloyd acquires Aberdeen-based firm and posts £30m loss

Eight IFAs

clock 27 August 2021 • 2 min read
Mattioli Woods acquires financial planning business for up to £1.8m

Your profession

Mattioli Woods acquires financial planning business for up to £1.8m

Payment in three instalments

clock 27 August 2021 • 2 min read
Ex-CISI planning head Jacqueline Lockie becomes CFP coach

Your profession

Ex-CISI planning head Jacqueline Lockie becomes CFP coach

Help prepare adviser firms for succession

clock 26 August 2021 • 1 min read
Courtiers continues expansion with Davidsons IFA acquisition

Companies

Courtiers continues expansion with Davidsons IFA acquisition

Completed earlier this month

clock 26 August 2021 • 1 min read
Chris Davies: The quest for data lakes to streamline regulatory reporting

Technology

Chris Davies: The quest for data lakes to streamline regulatory reporting

Goodbye to 'swivel chair compliance'

clock 26 August 2021 • 3 min read
Asset managers plan to increase investment in AI, survey finds

Technology

Asset managers plan to increase investment in AI, survey finds

Poll conducted by Temenos

clock 26 August 2021 • 1 min read
Hurst Point Group claims former Sanlam Wealth CEO John White

People

Hurst Point Group claims former Sanlam Wealth CEO John White

Will start on 6 September

clock 25 August 2021 • 1 min read
Bravura names Nick Parsons next CEO

People

Bravura names Nick Parsons next CEO

Tony Klim stepping down on 3 September

clock 25 August 2021 • 2 min read
Keith Churchouse: Why September's 'back to school' return will be like no other

Your profession

Keith Churchouse: Why September's 'back to school' return will be like no other

The quality of mercy

clock 24 August 2021 • 3 min read
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