Privately held student loans no longer qualify for Biden debt relief plan
Weekend Reading For Financial Planners (Oct 1-2)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a former Department of Labor official expects that it will take until next year for the agency to release new rules that would likely expand the number of financial professionals who must provide a fiduciary […]
Weekend Reading For Financial Planners (Oct 1-2)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a former Department of Labor official expects that it will take until next year for the agency to release new rules that would likely expand the number of financial professionals who must provide a fiduciary […]
Harlequin boss jailed for 12 years for £226m fraud
Harlequin chairman David Ames, the man behind a £226m SIPP-based fraud which hit 8,000 victims, was today jailed at Southwark Crown Court for 12 years. The Serious Fraud Office carried out a multi-national investigation into the con which saw Mr Ames branded a “menace” by the judge. Many of the victims, some of them elderly, lost […]
Harlequin boss jailed for 12 years for £226m fraud
Harlequin chairman David Ames, the man behind a £226m SIPP-based fraud which hit 8,000 victims, was today jailed at Southwark Crown Court for 12 years. The Serious Fraud Office carried out a multi-national investigation into the con which saw Mr Ames branded a “menace” by the judge. Many of the victims, some of them elderly, lost […]
5 advisors win ‘Invest in Others’ awards for contributions to charitable groups
Brooks Macdonald buys Manchester Planner
Wealth manager Brooks Macdonald has added £350m in assets and 650 clients with the acquisition of Manchester specialist adviser firm Adroit Financial Planning. Brooks is buying the company from law firm Slater and Gordon, subject to regulatory approval. Adroit is an IFA specialising in the personal injury and clinical negligence sector. All of Adroit’s staff will move […]
Brooks Macdonald buys Manchester Planner
Wealth manager Brooks Macdonald has added £350m in assets and 650 clients with the acquisition of Manchester specialist adviser firm Adroit Financial Planning. Brooks is buying the company from law firm Slater and Gordon, subject to regulatory approval. Adroit is an IFA specialising in the personal injury and clinical negligence sector. All of Adroit’s staff will move […]
@SIPP boosts non-managerial staff pay by £350 a month
Glasgow-based pensions firm @SIPP is boosting the pay of its non-managerial staff by £350 per month to help them cope with the cost of living crisis. The provider has already been giving employees an extra £150 per month since the beginning of July to help them deal with soaring bills. The firm joins a growing […]