Chartered Financial Planner, author and Chartered Wealth Manager, Warren Shute, has revealed his tips on gaining and keeping clients.

Experienced Financial Planner Chris Daems, director of Financial Planning firm Cervello, has written about how he dealt with a tricky situation brought about by an affluent expat’s fast-changing retirement plans. 

An insight expert for Defaqto has claimed discretionary fund managers (DFMs) are on the way up.

Taylor Patterson has revealed its rebrand to Mattioli Woods will be completed on 1 October.

SIPPs and SSAS firm Talbot and Muir has boosted assets by 26%, its latest annual results have revealed.

XPS Pensions Group, the actuarial, consulting and SIPP and SSAS business, is acquiring police pensions specialist Kier Pensions from Kier Business Services for £3.5m in a double deal.

The Embark Group has recruited several new executives in a move to “further strengthen” its capacity for expansion in the UK.

Wealth planner and investment management firm Brown Shipley has appointed a new client director and wealth planning adviser in an expansion of its offering in Manchester.

DB pensions consolidator Clara-Pensions has appointed a new chairman of its corporate board.  

The Financial Conduct Authority has banned former Deutsche Bank trader Christian Bittar from performing any function in relation to any regulated financial activity after he was sentenced to over 5 years in prison and ordered to pay £2.5m in compensation by a court.