Advisory

Advisory

SocGen acquires Kleinwort Benson to create £14bn wealth manager

Merging the firm with its private bank Hambros

clock 15 March 2016 • 1 min read

Regulation

FAMR: Call for change to 'regulated advice' definition

FCA announced review last August

clock 14 March 2016 • 5 min read

Regulation

Time for more scrutiny of outsourcing?

FCA review focused on platforms

clock 13 March 2016 • 2 min read

Platforms

OMW re-platforming delay to cause 'adviser problems', consultant warns

No access to most modern technology

clock 11 March 2016 • 4 min read

Advisory

Harwood Wealth to float on AIM market

Raised £13.5m

clock 11 March 2016 • 1 min read

Business roles

JPMAM hires Erdei from US to replace Parsons

Continued 'realignment' of sales team structure

clock 01 March 2016 • 1 min read

Regulation

Wealth manager complaints drop in second half of 2015

Top six advice firms see complaints drop

clock 23 February 2016 • 2 min read

Advisory

FCA raises concerns about advisers' platform due diligence

Platform due diligence is lacking

clock 19 February 2016 • 5 min read

Business roles

Ex-Cofunds chief Dyer joins IFA firm Ascot Lloyd

Takes non-exec director role

clock 10 February 2016 • 1 min read

Platforms

AJ Bell plans launch of passives range following acquisition

Increase asset management presence

clock 21 January 2016 • 1 min read
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