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Education & Training

Morgan Stanley launches sustainable investing education course for financial advisers

Wed, 14/06/2017 - 10:00

Morgan Stanley has launched a sustainable investing e-learning education program directly to the desktops of each of its approximately 16,000 Financial Advisers. »

Lendy launches P2P educational videos

Mon, 22/05/2017 - 13:27

Lendy, a peer-to-peer (P2P) secured lending platform, is launching a range of educational videos which it says will help to bring P2P lending to life. »

First UK social investment manual for financial advisers launches

Thu, 11/05/2017 - 13:36

Worthstone, the impact investment hub for financial advisers, has launched the UK’s first social investment training manual and competency mark for financial advisers. »

Joe Dabrowski, PLSA

PLSA launches LGPS employer guide outlining best practice

Wed, 29/03/2017 - 09:13

The Pensions and Lifetime Savings Association (PLSA) has launched the second in a series of guides aimed at helping new and participating employers in the Local Government Pension Scheme (LGPS). »

Julian Mund, PLSA

PLSA launches guide to indices and benchmarks

Wed, 15/03/2017 - 10:04

The Pensions and Lifetime Savings Association (PLSA) has launched a Made Simple Guide to indices and benchmarks, sponsored by FTSE Russell. »

Mike Thompson, Barclays

Financial services apprenticeship standard gains support

Wed, 15/03/2017 - 08:23

Six professional bodies in the banking and financial services industry have lent their support to the Financial Services Professional Apprenticeship. »

Young investment manager achieves highest level professional qualification

Mon, 06/03/2017 - 13:57

Robert Feather, an investment manager with Leeds-based boutique investment firm Myddleton Croft, has completed the CISI Chartered Wealth Manager Qualification, the highest level of professional qualification in his field. »

American College of Financial Services launches scholarship for African Americans

Tue, 28/02/2017 - 09:30

The American College of Financial Services has launched a scholarship programme aimed at increasing the number of African Americans in the financial services profession. »

George Farrah, Bloomberg BNA

Bloomberg BNA portfolio helps navigate transfer tax issues

Mon, 09/01/2017 - 15:18

Bloomberg BNA has released a new tax management portfolio that focuses on tax considerations for structuring estate planning transactions with carried interests in hedge funds and private equity funds. »

Five technology trends transforming the wealth manager and intermediary world

Mon, 09/01/2017 - 12:05

Alex Kerry, head of Winterflood Business Services, has written a note on the five trends in technology that he sees are transforming the working life of the intermediary. »


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