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People

Close Brothers CEO Adrian Sainsbury steps down after medical leave

People

Close Brothers CEO Adrian Sainsbury steps down after medical leave

With effect from 6 January

clock 07 January 2025 • 2 min read
SimplyBiz founder Ken Davy and M&G chair recognised in New Year honours

People

SimplyBiz founder Ken Davy and M&G chair recognised in New Year honours

King Charles' New Year honours

clock 02 January 2025 • 2 min read
From photography to advice: Laura Laws on capturing clients' hearts

People

From photography to advice: Laura Laws on capturing clients' hearts

‘Financial advice seemed like a natural fit – I love people’

clock 21 November 2024 • 4 min read
Taekwondo and financial services changed my life: In conversation with Cairn Independent's Laura Young

People

Taekwondo and financial services changed my life: In conversation with Cairn Independent's Laura Young

‘The tenets of martial arts are a way of life – integrity is non-negotiable’

clock 11 November 2024 • 8 min read
PFS turmoil continues as interim CEO Don MacIntyre exits

People

PFS turmoil continues as interim CEO Don MacIntyre exits

Organisation has been at loggerheads with CII

clock 05 November 2024 • 2 min read
Former president Anthony Ward leaves PFS board

People

Former president Anthony Ward leaves PFS board

Served as president from March 2023 and his tenure was due to be extended

clock 17 October 2024 • 2 min read
From accountant to adviser: Catherine Morgan on moving from numbers to advice

People

From accountant to adviser: Catherine Morgan on moving from numbers to advice

‘I feel lucky that the profession has moved and matured as I have’

clock 17 October 2024 • 3 min read
Chartered financial planning firm Attivo names Jo French as CEO

People

Chartered financial planning firm Attivo names Jo French as CEO

Joins after being business transformation director at Schroders

clock 14 October 2024 • 2 min read
FNZ chairman Lord Leitch dead at 76

People

FNZ chairman Lord Leitch dead at 76

Tributes paid to late financial services ‘visionary’

clock 07 October 2024 • 2 min read
Close Brothers CEO takes medical leave of absence

People

Close Brothers CEO takes medical leave of absence

Finance director Mike Morgan to take over

clock 17 September 2024 • 1 min read
123
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01

Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read
02

'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
03

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Saba CEO lambasts investment trust 'UK boys club' ahead of crunch votes

03 February 2025 • 4 min read
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