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Cheshire-based Xentum looks for planner to join ranks
Cheshire-based Xentum is looking to bolster its ranks with the addition of a new financial planner.
Fresh faces: Taylor takes on ethical challenge at Castlefield
Paraplanner Liam Taylor has taken on the challenge of ethical investing at Manchester-based Castlefield.
Professional bodies pledge to support social mobility with apprentice standards
Six leading professional bodies have joined forces to support a new apprenticeship standard it is hoped will make the path into advice much easier for many young people.
Nutmeg: we are better in a crisis than traditional DFMs
Online propositions better for clients in a financial crisis than a traditional discretionary fund manager (DFM) according to Nutmeg.
London IFA boosts ranks with chartered planner hire
London-based Plutus Wealth Management recently bolstered its ranks with the addition of chartered financial planner Ruban Sanmuganathan, who joins after nearly 10 years as a private client director at EQ Investors.
Adept administrator adds client contact to her CV at Lancashire IFA
Lancashire-based Acumen Financial Partnership is proving that new advisers do not need to be straight out of university to deliver a fresh approach.
Rochester-based IFA puts succession planning in practice
Rochester-based Direct Financial Planning has capitalised on family ties to secure its next generation strategy.
Young IFA makes ‘lite’ work of pension advice allowance with £499 offering
One young IFA is making the most of a recent Treasury announcement by heading up a £499 pension advice offering.
Fresh Face: Murphy's Stark is no 'spare part'
Self-deprecating Ciaran Stark has swapped academic success for a rung on the financial planning ladder as Murphy Wealth's chance hire.
CEO tapes: 'The only reason you get fired is relationships'
In the second instalment of Citywire's video interview with asset management chief executives, we discuss why relationships are more important than assets in fund management.
CEO tapes: ‘I couldn’t hack the lad culture anymore’
Citywire recently spoke to chief executives at some of the UK's biggest asset managers. In this video they talk about how a 'lad culture' is hampering diversity in fund management.
Adviser Profile: Andy Rowe of Evolution Financial Services
Andy Rowe has secured a number of significant acquisitions as he looks to assemble a talented team that can help Evolution Financial Services achieve its ambitious goals.