Adviser and wealth manager Ashcourt Rowan is developing its own in-house platform, due to be rolled out later this year.
Guernsey hosts fund forum and Jersey Trust Company celebrates 25th anniversary.
RSM Tenon has made six new senior appointments in a second significant shake-up since the key resignations of the CEO and chairman earlier this year.
Advisers will develop their own ‘virtual' platforms to avoid losing margins along the distribution chain to life companies and other parties, Prudential UK's Barry O'Dwyer has predicted.
The Financial Services Authority (FSA) has publicly censured Cattles and its subsidiary Welcome Financial Services for publishing misleading information to investors about the credit quality of the latter's loan book.
Former Honister Capital strategy director Alan Easter has founded a financial planning and fund management businesses.
Sanlam Global Investment Solutions is launching an offshore bond designed to protect against volatile equity and bond markets.
Without new models in the financial services market the ‘advice gap' is here to stay, a report warns.
Almost a quarter of UK advisers who charge £100 or less for their services face a 40% drop in income from 1 January next year as rules outlawing the payment of commissions to advisers come into force, research suggests.
The number of complaints related to advising, selling and arranging rocketed from 647,000 in the first half of last year to almost 1.1 million in the second half, according to figures released by the FSA today.