News

Regulation

FCA shakes-up decision-making procedures in efficiency push

FCA efficiency drive

clock 29 July 2021 • 2 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

Investment

Climate change dominates ESG agenda for investors and intermediaries

Research in Finance study reveals environmental issues top social and governance

clock 29 July 2021 • 2 min read

Wrap/platforms

Lloyds Banking Group buys Embark for £390m

Jackie Leiper to run business

clock 29 July 2021 • 3 min read

Your profession

CISI confirms it will offer Chartered status to Certified members

'Real positive' for CISI members

clock 28 July 2021 • 2 min read

Your profession

Perspective secures four IFA acquisitions

Adds £350m AUM

clock 28 July 2021 • 2 min read

Regulation

FCA moves to force firms to 'comply or explain' diversity targets

Regulator proposes new diversity disclosure requirements

clock 28 July 2021 • 2 min read

Investment

How education will play a part in Affinity Private Wealth's sustainable pivot

Firm recently announced it will become a sustainability-focused house

clock 28 July 2021 • 2 min read

Featured

Chris Jones: Go on, treat yourself (or your future self)

Chris Jones looks at purchasing decisions and who is really in control. Especially when your hotel stay includes a slap-up breakfast when you know you prefer porridge...

clock 27 July 2021 • 7 min read

Wrap/platforms

FCA warning: 'Letter timely reminder of importance of platform models'

'Dear CEO' letter

clock 27 July 2021 • 3 min read