News

Thomas Llewellyn Kalaris deemed ‘not fit to be a senior manager’

Wealth manager’s MPS added to Aegon’s and Nucleus’ platforms

The international firm hits $2bn AUM milestone

Replacing Nigel Stockton who set to leave the IFA firm in February

Professional Adviser explores data from the CII / PFS, CISI, and LIBF

Will begin on 27 August

Due to macroeconomic environment and vertical integration, provider says

'Advisers should provide subscription-based self-service tools and educational resources'

Number of people choosing to work in this area ‘lower than anticipated’

Firms and senior managers to be held accountable for failings