Entrepreneurship is the creation or extraction of value. Mark years on the timeline, and, with the help of your team, note important dates for the company. Being able to provide friendly, helpful tech support and answer most questions customers have about insurance plans is becoming as important to some customers as the cost of the […]
Raymond James senior relationship manager Hamish Warnock ACSI has been selected as the new chair of the CISI Wealth Management Forum committee. The Wealth Management Forum is one of nine run by the CISI covering key professional areas such as Financial Planning and Training and Compliance. The Forum provides an opportunity for professionals to meet […]
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has completed the acquisition of Hampshire-based Cube Financial Planning under its downstream buy out (DBO) acquisition model. Eight firms have joined the DBO programme so far this year. Based in Romsey, Hants, Cube Financial Planning is a whole-of-market advice firm specialising in advice and management […]
