The Wealth Management Association and The Association of Professional Financial Advisers have struck a deal to merge.
Members of adviser body APFA have voted to approved a merger with the Wealth Management Association.
A Financial Planning business is being wrapped up this week as it is merged into its new parent firm following a takeover.
A Financial Planning firm is using the case of the Duke of Edinburgh to highlight the importance of retirement planning.
Parmenion has announced that its Sipp has broken through £1bn assets under management barrier as it marks its 10 year anniversary.
The Ombudsman has ruled against adviser firm Sesame in a case surrounding advice for a Sipp transfer.
Transact has announced it has added Voyant software integration to the cash flow modelling integrations it already has in place.
A worldwide Financial Planning body is seeking two new board directors as it bids to establish it as a global profession.
A Financial Planning survey has shown consumers’ lack of trust and confusion about getting help with their money.
Sanlam UK has revealed a triple appointment, bringing in an ex-Broadstone chief, and naming a new boss for its north of England Financial Planning team.
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