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Weekend press review: Football fever
The Financial Times kicks off a difficult weekend – for Theresa May, anyway – with an examination of the issues facing any…
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Intergenerational Planning – all together now: Sean Taylor of Canaccord Genuity Wealth Management
IFA Magazine talks to Sean Taylor, of Canaccord Genuity Wealth Management, about the business and how its collaborative approach to working with…
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Seneca reduces European holdings as end of investment cycle gets ever closer
Seneca has reduced its European equity holdings, believing that the end of the investment cycle has got ever closer. Peter Elston,…
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Talking Tech – New cashflow modelling tool i4C is already making its mark with financial planning profession
Mark Harman (pictured above) is CEO of i4C, the new kids on the block when it comes to cashflow modelling tools.…
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GP Bullhound invests in OnTruck
GP Bullhound, a leading technology advisory and investment firm, has invested in Spanish haulage tech platform OnTruck. The firm took part in…
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“GDPR is a game changer for the financial services industry – the biggest shake-up I can remember.”
Nigel Green, the founder and chief executive of deVere, one of the world’s largest independent financial services organisations, said that the General…
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Fairstone appoints CFO
Chartered financial planning group Fairstone has appointed Chris Rigg as Chief Financial Officer (CFO). Rigg takes up the role with immediate effect…
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PIMFA warns again on hard Brexit
As Parliament debates Withdrawal Bill amendments, PIMFA reiterates call for three phase approach and one step Brexit. In a statement just released,…
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Equilibrium adds six staff
Wealth manager Equilibrium Asset Management has hired six new employees. The company now employs 78 and the firm’s advisers manage almost £800m…
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CISI launches Kenya office
The Chartered Institute for Securities & Investment (CISI) has opened its first African office, in Kenya. Based in the Westlands district of…