It’s not just fossil fuel companies: the agriculture and food industry is also not friendly for ESG investors
The deets on noncompetes: Advisors clash with firm owners and trade groups on contract clauses
CII pledges more autonomy for PFS arm
The Chartered Insurance Institute has promised to increase the autonomy of its Personal Finance Society arm in its five-year plan published today. The CII has also promised to fix its long-running technology issues. The five-year plan also recognises the financial issues faced by the CII and outlines plans to return to a “surplus position”. The […]
Distressed and opportunistic credit investments gain allure as recession odds shorten
CISI awards five new Honorary Fellowships
The CISI has awarded new Honorary Fellowships to five highly-regarded members of the financial community, all of whom have held senior positions in the organisation. The new Honorary Fellows are Fionnuala Carvill, Nick Swales, David Kane, Dr Robert Barnes, and Vivienne Artz. Honorary Fellowship carries the designatory letters FCSI (Hon) ands are awarded annually by […]
Goldman Sachs wealth profits jump as firm eyes international business
75% are clueless about their pension pot
Three-quarters of UK adults are clueless about how much is in their pension pot, according to new research. Alarmingly, four-fifths of 55–64-year-olds have no idea how much their pension savings amounts to. That’s despite them being at the most crucial stage of retirement planning as they start to look at their options for life after […]
Beacon Pointe acquires HNW RIA in its largest deal this year
ISA firm placed under FSCS investigation
The Financial Services Compensation Scheme has put Herefordshire firm Haich & Associates (UK) Ltd (FRN: 791582) under investigation for its activities as an ISA manager. The FSCS is also investigating the company’s role in arranging customers’ investments. The compensation body said it had received claims over investments offered by the firm, including bonds in delivery company […]