Raymond James

Pride Month: LGBTQ+ inclusion strategies across financial services

Your profession

Pride Month: LGBTQ+ inclusion strategies across financial services

Sahar Nazir talks to four firms who are marketing towards LGBTQ+ clients

clock 24 June 2024 • 5 min read
Charles Stanley adds Adam Benzimra to IFA distribution team

People

Charles Stanley adds Adam Benzimra to IFA distribution team

Joins from Brooks Macdonald

clock 23 May 2022 • 1 min read
Assessment of Value regime called into question as fund closures remain stagnant

Investment

Assessment of Value regime called into question as fund closures remain stagnant

133 closures in 2021

clock 13 May 2022 • 4 min read
Matthew Hull named president of CISI South Coast

People

Matthew Hull named president of CISI South Coast

Replaces Abby Johnson

clock 11 April 2022 • 1 min read
Making progress: Women in advice share views on equality, diversity and inclusion

Your profession

Making progress: Women in advice share views on equality, diversity and inclusion

International Women's Day 2022

clock 08 March 2022 • 8 min read
CISI names Charles Stanley's Madgwick as Essex branch president

People

CISI names Charles Stanley's Madgwick as Essex branch president

Replaces Claire Newman

clock 21 February 2022 • 1 min read
Sprint launches data integration hub for advisers

Your Business

Sprint launches data integration hub for advisers

'Significant benefits for advisers'

clock 29 November 2021 • 2 min read
CISI adds Amyr Rocha Lima and Peter Moores as directors

People

CISI adds Amyr Rocha Lima and Peter Moores as directors

Also CISI trustees

clock 02 November 2021 • 1 min read

Companies

Raymond James set to buy Charles Stanley for £278.9m

Growing UK wealth management business

clock 29 July 2021 • 2 min read

Companies

Raymond James opens third branch of 2021 in Cheltenham

Headed by Paul Whitehead

clock 23 July 2021 • 1 min read