Focus Financial Partners, a leading US wealth advisory firm, has acquired Cheshire-based Watterson Financial Planning.
Read more ...Only 1 in 3 advisers use cashflow tools with all clients
- Wednesday, 06 January 2021
- Articles

Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments.
Read more ...Aegon looks to Invesco for diversity head
- Wednesday, 06 January 2021
- Articles

Lindsay Hudson is to join Aegon Asset Management as head of inclusion and diversity from Invesco where she has worked since 2015.
Read more ...Divorcing couples need pensions advice – survey
- Tuesday, 05 January 2021
- Articles

Divorce was the second biggest cause of a derailment of retirement plans according to the Great British Retirement Survey, but financial advice is often not taken during divorce proceedings.
Read more ...One-off grants as UK enters lockdown 3
- Tuesday, 05 January 2021
- Articles

UK Chancellor Rishi Sunak has announced new lockdown grants to retail, hospitality and leisure businesses and made a further £594m available for Local Authorities to support other businesses not eligible for the grants but affected by the restrictions.
Read more ...Mattioli Woods appoints three NEDs
- Tuesday, 05 January 2021
- Articles

Wealth manager Mattioli Woods has appointed David Kiddie, Edward Knapp and Martin Reason as independent non-executive directors.
Read more ...Expect a year of ultra-low interest rates - AJ Bell
- Tuesday, 05 January 2021
- Articles

Markets are pricing in the Bank of England keeping the base rate low, or even cutting it further, throughout 2021 despite the roll out of Coronavirus vaccines and the emergence of a Brexit deal, according to AJ Bell.
Read more ...Just Mortgages launches wealth division
- Tuesday, 05 January 2021
- Articles

Mortgage and protection advice firm Just Mortgages has today launched a new wealth division named Just Wealth.
Read more ...Transact pulls out of race for Nucleus
- Monday, 04 January 2021
- Articles

Integrafin, parent company of platform Transact, has released a Stock Exchange announcement this afternoon stating that it now has “no intention” of making an offer for rival Nucleus Financial Group.
Read more ...Aviva Investors appoints insider as new CEO
- Monday, 04 January 2021
- Articles

Aviva has appointed Mark Versey as the new chief executive of its Aviva Investors division.
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