Firm appoints Chartered planner and breaks £250m funds barrier

North West IFA Acumen Financial Partnership has broken through the £250m barrier for funds under its management.

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Guest Column: Why clients are more tech-savvy than you think

I’ve just bought my dad an Echo dot for his 73rd birthday. He loves it. He’s also signed up to Netflix, stays in touch by WhatsApp and ‘likes’ everything I post on Facebook, writes Tessa Lee, MD of moneyinfo.

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Guest Column: Freeing Paraplanners to grow

There are heaps of events for Paraplanners nowadays; high quality seminars, conferences and roadshows, many of which are specifically created by and for Paraplanners, writes Caroline Stuart.

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Acquisitive AFH to shift focus back to organic growth

AFH, the rapidly growing Financial Planning-focused wealth manager, is shifting its strategy to focus more on organic growth and less on acquisitions as it prepares for challenges in the wider economy.

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