Your profession

Your profession

CISI appoints four members to Financial Planning Forum committee

Four new members

clock 22 October 2018 • 1 min read

Your profession

Pareto boosts team with Chartered financial planner hire

Manchester-based business

clock 22 October 2018 • 1 min read

Your profession

Three things your clients may call you about this week …

What made financial headlines over the weekend?

clock 21 October 2018 • 3 min read

Your profession

PA360 North: 'Why empty-nesters should revisit financial plans'

'Educate clients' children'

clock 19 October 2018 • 1 min read

Companies

Consolidator AFH grants £2.4m in share options to directors and management

Raised £15m earlier this week

clock 19 October 2018 • 1 min read

Your profession

Newell Palmer's 51st acquisition adds £35m FUM

100 new clients

clock 18 October 2018 • 1 min read

People

Talking with … OppenheimerFunds' Heidi Heikenfeld

Square Mile’s series of informal interviews

clock 18 October 2018 • 7 min read

Technology

Oxford Risk launches range of suitability tools

'Most scientifically rigorous'

clock 18 October 2018 • 1 min read

Your profession

PA360 North: 'Tech companies will wipe many adviser businesses out'

‘Alexa, what are my retirement options?’

clock 18 October 2018 • 2 min read

Technology

Courtiers targets 'next generation' with digital wealth proposition

Working with fintech InvestCloud

clock 18 October 2018 • 2 min read