The latest from the FPSB in the States; Financial Planning Standards Board Ltd. (FPSB), the nonprofit, standards-setting body for the global financial planning profession and owner of the international CERTIFIED FINANCIAL PLANNER certification program, is seeking […]
It’s a joint approach by three of the industry’s big associations on the new guidance from the FCA on non-financial misconduct; Following the publication of the Financial Conduct Authority (FCA)’s 2024 report on non-financial misconduct […]
The latest investment news from Aquiline for you; Aquiline Capital Partners LP (“Aquiline”), a private investment firm specializing in financial services and technology investments, announces that it has provided a credit investment to S3 Partners […]
The news from Bishop Fleming as they advise on an acquisition deal; Advanta Solutions Ltd has announced that it has acquired City Financial Planning Limited, adding a further £800m of AUM under its stewardship. City Financial […]
Some acquisition news for you from NFP/Aon; NFP, an Aon company (NYSE: AON), and a leading international insurance brokerage and consulting firm, has announced its acquisition of HC Financial, a financial planning and corporate employee […]
The latest news from Swinton, as they select Aurum Solutions for their automated recon admin; Swinton Insurance, a UK broker that offers insurance products as part of the Atlanta Group, has chosen next-generation reconciliation software […]
The latest news from Glia, who have listed companies who are going above and beyond on customer service; Glia, the leader in customer interaction technology, has announced the winners of the first-ever Catalyst Awards, celebrating […]
The Budget has attracted yet more industry comment, so IE has rounded them up in Part Two for you; QBE Some thoughts on fuel duty from Jon Dye, QBE Insurance. The Chancellor has just announced […]
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