Investment expert Fraser Donaldson of Defaqto writes a regular column on DFMs for Financial Planning Today magazine, our sister publication and this is his latest column in the current issue to give you a taste of the column. To view Fraser's past columns and lots more content in the magazine register and subscribe to the magazine. If you are not yet registered for Financial Planning Today website do so now to find out more. Registration is free.
Read more ...Fraser Donaldson: DFMs see avalanche of new portfolios
- Tuesday, 03 October 2023
- Articles

Hurst Point completes Helm Godfrey takeover
- Monday, 02 October 2023
- Articles

City of London Financial Planning firm and wealth manager Helm Godfrey has been acquired by private equity-backed wealth manager Hurst Point Group for an undisclosed sum.
Read more ...Financial Planner Life and NextGen launch academy
- Tuesday, 03 October 2023
- Articles

Financial Planner Life Partners, an adviser training initiative, has partnered with training and support company NextGen Planners to launch The Financial Planner Life Academy which is offering training for a pay-as-you-go £19.99 a month subscription.
Read more ...Senior exec moves at Nucleus after Curtis takeover
- Tuesday, 03 October 2023
- Articles

Nucleus Financial Platforms chief commercial officer Alex Kovach will step down at the end of the year and be replaced by the group’s chief financial officer Mike Regan, subject to regulatory approval.
Read more ...Kingswood Group rules out sale after review
- Tuesday, 03 October 2023
- Articles

Fast-growing Financial Planner and wealth manager Kingswood Group has ruled out a sale of the business after a strategic review.
Read more ...Perspective adds £220m AUM with double acquisition
- Tuesday, 03 October 2023
- Articles

Fast-growing wealth manager and Financial Planner Perspective has has made two new acquisitions, adding £220m in AUM and boosting its total number of adviser firm takeovers so far this year to 17, with seven more to come in the next few months.
Read more ...DWP says TPR is 'well-run' but needs to be tougher
- Tuesday, 03 October 2023
- Articles

After a review launched earlier this year the DWP has concluded that The Pensions Regulator is “broadly well-run and well-regarded” but has set out a series of recommendations to improve the regulator.
Read more ...CII and PFS Apprenticeship Award winners revealed
- Tuesday, 03 October 2023
- Articles

The CII and PFS have announced the winners of their inaugural Apprenticeship Awards, celebrating the achievements of exceptional apprentices from across the UK in seven different categories.
Read more ...Swansea adviser banned and fined for 'negligent' BSPS advice
- Tuesday, 03 October 2023
- Articles

Swansea financial adviser Simon Hughes has been banned by the FCA and made to pay £158,600 redress for “negligent” pension advice which has led to £8m compensation being paid to his BSPS-member clients.
Read more ...CISI Financial Planning Conference 2023 gets under way
- Tuesday, 03 October 2023
- Articles

The CISI’s flagship annual two-day Financial Planning conference gets under way today with hundreds attending the sold-out event, writes Emily Berry.
Read more ...