Latest News - Christine Dawson
All the winners from the first SIA impact investment awards
Investment consultancy Worthstone hosted its first ever awards for the best players in impact investing last week. See all the winners here.By Christine Dawson - 12 November 2018, 12:00
Good Money Week: The best ethical funds go further than E, S or G
Fund managers using UN sustainable development goals are making a start, but they must do more to make a positive impact.
Cover Star Extra: Weitz gets on board Nick Train's trust
The director of Ashlea Financial Planning says clients have reaped the income rewards of Train’s trust.
Adviser profile: Diane Weitz of Ashlea Financial Planning
Diane Weitz has resisted overtures from consolidators as she seeks to make Ashlea Financial Planning a fully chartered and accredited firm.
Award launched for best ethical advice and investment firms
Consultancy Worthstone has launched the Social Investment Academy: Impact Awards for professionals, including advisers and firms, which offer pioneering investment solutions that benefit society and the environment.
Chairman exits Glasgow firm two years after Standard Life acquisition
Munro Partnership chairman Stephen Munro has left the business two years after it was bought by Standard Life-owned national advice firm 1825.
Easy come, easy go: ATS looks to drop Figaro platform tech
Alliance Trust Savings is looking to drop JHC Figaro stockbroking software for its own proprietary technology on the Stocktrade platform, New Model Adviser® understands.
Adviser profile: Simon Lister and Craig McClurg of ML Financial Associates
For Simon Lister and Craig McClurg, setting up ML Financial Associates was an easy decision because of their unbreakable bond.
Tenet group chief exec Greenwood to retire
Tenet group chief executive, Martin Greenwood, will retire before the end of the year, New Model Adviser® understands.
‘We put our business behind Transact’: IFAs reveal why they invested
The platform’s success has given shareholders a surprise windfall. Why did those invested from the beginning take a chance on the company?