News

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

Investment

Regulator slashes SPAC capital raise requirement in confirmation of new rules

Host of new investor protection rules

clock 27 July 2021 • 3 min read

Retirement

Aon and Willis Towers Watson terminate $30bn merger

Aon is now set to pay a $1bn termination fee to Willis Towers Watson

clock 27 July 2021 • 1 min read

Featured

FCA's Business Plan: Five key points for advisers

Lawyers Paul Edmondson and Pippa Tasker look at the FCA's latest Business Plan and pull out five key points to take away...

clock 27 July 2021 • 7 min read

Investment

Baillie Gifford leads Edelman's Asset Management brand index for second year running

Liontrust and Schroders complete top three

clock 27 July 2021 • 2 min read