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, […]
National IFA Chase de Vere has launched an online advice service for medical professionals. The new service will be called Chase de Vere Medical. The national advice firm already has around 75 advisers who specialise in the medical field. It has partnered with the British Medical Association since 2005. Chase de Vere Medical head Andrea […]
Given all the turmoil in politics, I want to look at Brexit this week. Parliament is so engrossed in this ongoing drama that other policy issues are being pushed aside. The prime minister’s Chequers cabinet awayday produced a framework on which negotiations with the EU might be based, with proposals that would acknowledge the needs […]
The FCA has been criticised by the Complaints Commissioner for a lack of empathy and openness, which it attributes to the regulator’s “attitudinal problems”. The Complaints Commissioner 2017/18 annual report says the FCA needs to tackle problems with “defensiveness, lack of candour, and lack of empathy”. The report says while only a small proportion of […]