Millfield Osceola Financial Consultancy and Doe and Davies have joined IFA consolidator Succession Advisory Services, committing combined funds under management of £115m to the Succession platforms and Investment Matrix.
More than one million householders have used credit cards to pay their mortgage or rent in the last 12 months, a survey by Shelter reveals.
Nucleus has appointed former Standard Life Savings chief operating officer Aileen Mathieson as its new chief financial officer.
Former Beachcroft Regulatory Consulting managing director Richard Hobbs has joined Lansons Communications to set up a regulatory consulting arm.
1st – The Exchange has launched an enhanced workflow capability to its real time annuity platform.
Optimism is as American as baseball and apple pie. And since the financial crisis, being optimistic about US equities has paid off: they have outperformed every other major developed market by a comfortable margin. Yet while there remain plenty of good reasons to be optimistic about US equities, Stephen Moore, manager of the Artemis US […]
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The curious goings-on in the world of financial services
Experts have played down any immediate moves from the FCA towards those firms that are not prepared for Mifid II regulation that comes into force on 3 January 2018. However, concerns remain that a “material number” of small asset managers have not yet started preparing for the major European regulation. The FCA expects firms to […]
OMGI chief executive and star fund manager Richard Buxton is set to lead a management buyout of the single-strategy funds division of Old Mutual Wealth with the backing of TA Associates. The £550m deal is set to be announced before Christmas, Sky News reports. The buyout is part of Old Mutual’s managed separation, which is […]