Latest News - Elliot Smith
Standing ovation for Budd’s marketing venture
Bristol-based Ovation Finance has teamed up with marketing firm BristolWorks to convey the day-to-day life of working in financial services to young people.
NextGen reveals conference agenda with sessions on succession planning
The speakers and topics for November’s NextGen Planners Conference in Manchester have been announced.
Berkshire IFA hands graduate chance to lead South African arm
One of Berkshire-based Ascot Wealth Management's graduates will run the firm's new business in Cape Town.
Girling gets behind PFS apprentice scheme
Norwich-based SG Wealth Management has joined forces with the Personal Finance Society (PFS) financial adviser development programme to train a cohort of apprentices.
Old Mutual calls for parties to address apprentice funding in manifestos
Old Mutual Wealth has called on political parties to address apprentice funding in their election manifestos.
FCA finds firm’s hourly charge disclosure ‘unacceptable’
Further feedback provided to firms as part of the Financial Conduct Authority suitability review has highlighted 'unacceptable' fee disclosure.
High-flying Faircloth calls for advisers to champion profession
Vito Faircloth of London-based Investment Quorum has called for advisers to promote their profession after graduating as a PFS fellow aged just 22.
George Kinder to host London workshops
Life planning guru George Kinder will host a series of training events in the UK in June.
RBS to cut hundreds of jobs
RBS is cutting nearly 250 jobs as part of an overhaul of its back office operations.
Advisers hopeful Apfa merger will increase influence on policy
Advisers have welcomed the creation of a new professional body resulting from a merger between the Association of Professional Financial Advisers and the Wealth Management Association.
Vanguard looks to grow retirement clients with target funds
Vanguard chief economist Peter Westaway says the firm’s recently launched retirement funds, which adjust asset allocations over time, offer a low-cost solution for advisers and clients.
CEO tapes: 'Is this government business orientated?'
In the final part of our series the four fund bosses discuss how Brexit could impact their businesses.
Adviser Profile: Brian Hill of Jones Hill
Brian Hill has used his army background to build a firm that specialises in financial advice for the forces, while adopting a franchise model to forge a new path for the future of advice firms