Wealth Management

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HIGHEST EVER NUMBER OF ACHIEVERS FROM OVERSEAS IN CISI 2014 AWARDS

The global reach of the CISI was highlighted at its Annual Awards for top exam performers. Of 96 pri...

27th March, 2014

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BUDGET’S PENSION CHANGES WERE “STYLE OVER SUBSTANCE” BUT WILL “FUEL PENSION TRANSFERS”

The 2014 budget’s pension changes have been slammed as “style over substance” by the chief exe...

27th March, 2014

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NEW CISI PUBLICATION DEDICATED TO RESEARCH INTO WEALTH MANAGEMENT, CAPITAL MARKETS AND BANKING

The CISI has announced the first edition of its new academic journal, Review of Financial Markets. T...

27th March, 2014

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LORD DAVIES’S REPORT AND THE ANNUAL CRANFIELD SCHOOL OF MANAGEMENT WOMEN’S SURVEY; A COMMENT FROM ROBERT HALF

In advance of Lord Davies’s report and the annual Cranfield School of Management women’s survey tomo...

27th March, 2014

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Business

AUTOMATED ADVICE FOR FORWARD THINKING ADVISERS

A great deal has been made in the press recently about Martin Wheatley’s announcement on the automat...

27th March, 2014

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Finance

SOCIAL MEDIA STRATEGIES FOR FINANCIAL ADVISERS

Neil Jones, Consultancy Partner for TCS The rapid uptake of social media has changed the way that cu...

27th March, 2014

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SPECIALIST FINANCE AND ADVISORY FIRM LOOKS TO AIM

TCA Fund Management Group has announced its intention to float TCA Global Credit on London’s A...

27th March, 2014

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Videos

OctaFX Key to success – Firman Utina

The first video in a row of PERSIB interviews – the most prominent and purposeful football players w...

26th March, 2014

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Finance

PEER TO PEER LENDING WILL PULL SAVERS BACK FROM THE BRINK

Budget boost from Chancellor helps to incentivise lenders‘ market Peer to peer (P2P) lending will be...

26th March, 2014

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SAUDI FIRM ALKHARASHI & CO JOINS PRAXITY

Saudi Arabia-based AlKharashi & Co has joined Praxity – the world’s largest alliance of in...

26th March, 2014

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SEP INVESTMENT – WEARABLE TECHNOLOGY FOR COWS

Silent Herdsman continues its growth and market penetration with new investment from Scottish Equity...

25th March, 2014

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Business

TAX ACCOUNTANTS COMBINE LEGAL, TAX AND FINANCIAL EXPERTISE

Harbour Key is professional firm combining specialist tax, reward and funding knowledge with traditi...

25th March, 2014