Resolution chief executive Gavin Stewart piped in the haggis at the firm’s massive Burns Night bash. The haggis was not to everyone’s taste. Thankfully, Resolution kindly supplied ample whiskey to take the taste away.
The chairman of St James’s Place has a long career in building financial services companies by working in partnership with Sir Mark Weinberg. He says the secret of his success is in concentrating on strengths and now he spends half of his working week coaching advisers to increase their business. Interview by Gregor Watt.
SimplyBiz has bought Glasgow-based adviser services provider Compliance First in a deal that sees it increase its adviser client base by a third.Around 1,000 registered individuals, representing 205 adviser firms, use Compliance First, giving the combined group 4,000 advisers.Compliance First was owned by managing director Eric Ronald and another unnamed individual. The purchase price has […]
Ken Rayner and Graham O¹Neill from RSM explain why they rate the fund, its investment process and how it can be used in a portfolio The Artemis US Select Fund became a RSM ‘rated’ fund earlier this year. In this video, Ken Rayner and Graham O’Neill explain the fund’s investment approach, why they rate it, […]
Welcome to the fourth instalment of our good life gurus series. We talk to IFA’s Kathryn and Alan Knowles to find out how they got started with an exercise regime and how a healthy lifestyle helps them with work-life balance.
The FCA has announced a project to better understand how its rules affect smaller firms, including financial advisers. The regulator published a note today informing firms that it would soon conduct a survey to specifically identify how FCA rules impact them, to “help ensure FCA cost benefit analyses and judgements of proportionality take account of […]