Why I became a financial adviser…
Craig Barr was previously a footballer before joining Wesleyan Financial Services
Author: Robbie Lawther
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Director hit with 14-year ban for £2.8m oil company investment scam
‘Lengthy disqualification ordered by the court illustrates the seriousness of his actions’
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Ardan International unveils online application system
Platform says it is a ‘real game-changer for advisers’
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Why I became a financial adviser…
Conrad Balatoni was previously a footballer before joining SJP
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PEOPLE MOVES: HSBC, Ocorian, Sesame Bankhall Group
Bank names CEO of its Singapore life arm, as financial services provider makes c-suite change
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IFA consolidator makes double swoop
Deals take the company’s assets under advice to £450m
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Society of Later Life Advisers partners with CGWM
In a bid to raise standards in the later life investment sector
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STM Group agrees revised offer to sell business
Potential acquirer has until 8 September to place a firm bid
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Wealth manager buys UK financial planning firm
As it bids to reach £1bn AuM over the next few years
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Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat
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FCA to review treatment of politically exposed persons
Regulator will ‘take prompt action if any significant deficiencies are identified in the arrangements of any firm assessed’
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Feifa unveils recruitment hub
To help member firms that have been ‘struggling to find appropriate people to fill roles that they have available’