Financial Planning and wealth management firm Evelyn Partners has added technology specialist Kjersti Wiklund to its board as part of its digital innovation drive.
Acquisitive Financial Planning firm Fairstone has entered the Irish market with a deal to buy PAX Financial, a major player in the republic's advice market.
Bristol-based Clifton Asset Management has acquired Gloucestershire-based financial adviser Noble James Associates for an undisclosed sum.
Women are, on average, working for nearly four additional years before exiting the labour market compared to the counterparts in the mid-nineties, new statistics from the ONS revealed this week.
The Personal Finance Society, the professional body for Chartered Financial Planners, has revealed more details of the programme for its upcoming PFS Festival of Financial Planning, one of the UK's biggest Financial Planning events.
Cashflow modelling software provider CashCalc and the new Morningstar-owned platform Wealthcraft, formerly Premium, have launched two way integration via an API to improve connectivity and save Financial Planners time.
The Financial Planning profession has paid tribute to The Queen who died yesterday at 96 at her summer home in Balmoral, Scotland.
Pension transfer adviser Better Retirement Group Ltd, a firm which has used nearly 40 trading names, has today been placed under investigation by the Financial Services Compensation Scheme.
Wealth manager and Financial Planner Evelyn Partners has hired Sam Whatsize as a Financial Planner to spur the firm’s continued expansion in the East Midlands.
The cost of living crisis has resulted in half of 18–34 year olds reducing or halting regular savings, according to a new survey.
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