A wealth manager has intimated that is closing in on more IFA takeovers.
Read more ...Wealth manager closing in on more IFA takeovers
- Monday, 14 November 2016
- Articles

Brooks Macdonald forges alliance with Dubai Financial Planning firm
- Monday, 14 November 2016
- Articles

Brooks Macdonald, a Financial Planning firm and investment manager that manages almost £9bn for clients in the UK and internationally, has established its first international “strategic alliance” with Dubai-based Financial Planning firm Abacus Financial Consultants.
Read more ...1.5m personal forecasts in first 6 months of new State Pension
- Friday, 11 November 2016
- Articles

More than 1.5 million personal State Pension forecasts were issued in the six months after the launch of the new State Pension in April.
Read more ...Ex-Prudential executive named as Zurich's UK chief
- Friday, 11 November 2016
- Articles

A former Prudential executive has been named as Zurich chief executive for the UK.
Read more ...Business booms for planning firm set up in a back bedroom
- Friday, 11 November 2016
- Articles

A firm of Chartered Financial Planners set up 21 years ago by one man in his bedroom has reported a 20 per cent rise in annual turnover and its sixth consecutive year of growth.
Read more ...Parents expect to rely on kids for money in retirement
- Friday, 11 November 2016
- Articles

A significant number of soon to be retirees are expecting to be reliant on their children for financial support after they stop working, a report suggests.
Read more ...New Financial Planning festival to be 'biggest event in FS calendar'
- Thursday, 10 November 2016
- Articles

The PFS has revealed it will host the “biggest conference in financial services calendar” next year.
Read more ...Women hit with double whammy on pensions says Aegon's Smith
- Thursday, 10 November 2016
- Articles

Women hit with double whammy on pensions says Aegon's Smith
As the world marks Equal Pay Day today, Aegon’s head of pensions Kate Smith says women are being hit by a double whammy on pensions and pay.
Read more ...Live broadcast today for advisers on Trump fallout
- Thursday, 10 November 2016
- Articles

Advisers are being urged to tune into a live broadcast tomorrow (11 November) to analyse the aftermath of the US election, Brexit and future of investing.
Read more ...IFA software founder joins web-based client service firm
- Thursday, 10 November 2016
- Articles

The founder of an IFA back office system has joined the board of a fintech company, which works with financial advice firms.
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