Standard Life Aberdeen continues to look for a buyer for its Parmenion platform, according to its financial results released this morning.
Read more ...Combined M&G Wealth business reaches £28bn in assets
- Tuesday, 09 March 2021
- Articles

After combining its Financial Planning businesses with platform Ascentric and the M&G funds business into M&G Wealth, the firm now has £28bn in assets across the division.
Read more ...James Hay sells SSAS book to Westbridge
- Tuesday, 09 March 2021
- Articles

Private equity-owned platform James Hay has sold its closed book of SSAS schemes to Westbridge SSAS.
Read more ...Building long-lasting client relationships
- Wednesday, 10 March 2021
- Articles

Andy Jervis, founder of Chesterton House Group, shares his secret to building long-lasting client relationships in the most recent edition of Financial Planning Today Magazine.
Read more ...Private equity firm PCP buys Parmenion for £102m
- Tuesday, 09 March 2021
- Articles

Private equity firm Preservation Capital Partners has today acquired the Parmenion platform from owners Standard Life Aberdeen for "up to £102m."
Read more ...CISI unveils Paraplanner Conference 2021
- Wednesday, 10 March 2021
- Articles

The Chartered Institute for Securities & Investment’s annual Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will take place this year on 19 and 20 May.
Read more ...Quilter to cut some advisers as profits fall
- Wednesday, 10 March 2021
- Articles

Quilter says it will cut a “small number” of “restricted Financial Planners” following a dip in profits.
Read more ...SimplyBiz rebrands as Fintel
- Wednesday, 10 March 2021
- Articles

SimplyBiz Group, the adviser support company, has rebranded as Fintel following its acquisition of fintech Defaqto and a greater focus on financial technology.
Read more ...PFS creates wellbeing hub for members
- Wednesday, 10 March 2021
- Articles

The Personal Finance Society has created a ‘wellbeing’ hub to help advisers suffering from the long term impact of the Coronavirus pandemic.
Read more ...Defaqto Financial Planning software adds ESG filters
- Wednesday, 10 March 2021
- Articles

Adviser data provider Defaqto has added ESG filters to its Financial Planning software Defaqto Engage.
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