Adviser support firm and Sense network owner Adviser Services Holdings Limited (ASHL), has launched a new national advice business called LYNC Wealth Management after making two wealth manager acquisitions. ASHL has acquired Sheafmoor Money Management in Sheffield and North Financial Management in Belfast to form the base for LYNC. The two deals, for undisclosed sums, […]
Global Financial Planning body revamps standards
The Financial Planning Standards Board (FPSB), the global Financial Planning professional body, has launched a major update to its global Financial Planning standards to take account of evolving technology and trends in the profession. The FPSB, the provider of the Certified Financial Planner designation outside the USA, is adding new sections to its standards covering […]
Ex-PFS President launches people skills training
Former Personal Finance Society President Caroline Stuart has teamed up with communication professional Melissa Kidd to launch a new learning and development service focusing on people skills. Aimed at financial services professionals, the Co-Laboratory will offer a range of training sessions starting with virtual training sessions. The emphasis will be on helping professionals develop their day to […]
UBS chairman’s top-secret prep paid off in Credit Suisse moment
PFS orders independent review of governance
The Personal Finance Society has commissioned an independent review of its governance following criticism from parent body the Chartered Insurance Institute. The 40,000 member Personal Finance Society (PFS) has appointed independent consultants Integrity Governance to carry out the review. In February the PFS board agreed to investigate complaints from parent body the Chartered Insurance Institute that it […]
Rockefeller Capital gets $3 billion valuation in wealth push
FCA restricts senior manager at IFA
The FCA has imposed a number of restrictions on a senior manager at an IFA firm where £1.5m of client funds may have been misappropriated. The regulator has placed the restrictions on Lisa Campbell, a senior manager at Campbell Associates Independent Financial Advice in West Wellow (FRN 602550), near Southampton. The FCA has also told […]
Gen Z and investing: a field guide for wealth advisors — and a warning
WH Ireland issues loss warning
Wealth manager and Financial Planner WH Ireland has issued a profit warning as the group continues to be hit by market volatility. The company said in a trading update today that it expects to make a pre-tax, full year loss of over £2.2m when annual results are released. For the 12 months of trading ending 31 […]
