Two former RBC Wealth managers have launched a new HNW wealth adviser called Six Degrees.
Read more ...Scottish Financial Planner makes first acquisition
- Wednesday, 01 November 2023
- Articles

Financial Planning firm Calton Wealth Management has acquired fellow Scottish adviser firm Morrison Personalised Wealth Management (MPWM), its first acquisition.
Read more ...PFS Annual Conference 2023 gets under way
- Thursday, 02 November 2023
- Articles

The 2023 National Conference of the Personal Finance Society's (PFS) gets under way this morning at the prestigious new International Convention Centre near Newport, Wales.
Read more ...Bank holds base rate at 5.25% for second month
- Thursday, 21 September 2023
- Articles

The Bank of England today held its base rate at 5.25% for a second time amid signs inflation is coming close to being tamed, at least for now.
Read more ...Fairstone adds £380m AUM with 2 acquisitions
- Thursday, 02 November 2023
- Articles

National Financial Planning firm Fairstone has acquired South West-based Station Financial IFA and County Durham-based Advanced Financial Services.
Read more ...PFS Conference: 10 ways to delight clients
- Thursday, 02 November 2023
- Articles

Business guru Matt Wilkinson opened the PFS Annual Conference in Wales today with an inspiring talk to members on how they can give clients a great customer experience.
Read more ...UK investors withdrew £1.4bn from funds in September
- Thursday, 02 November 2023
- Articles

UK retail investors pulled out £1.4bn from funds in September, according to the latest data from the Investment Association.
Read more ...PFS Conference: AI could cut Paraplanner and admin jobs
- Thursday, 02 November 2023
- Articles

Artificial intelligence (AI) technology could proportionately cut the number of Paraplanners and admin staff working in the profession in future but lead to more Financial Planners being employed, the PFS Annual Conference heard today.
Read more ...PFS Conference: Nearly 1,000 battle weather to attend
- Thursday, 02 November 2023
- Articles

Nearly 1,000 attended today's Personal Finance Society (PFS) Annual Conference despite delegates having to battle stormy weather to get to the venue, the prestigious new ICC Centre near Newport, Wales.
Read more ...PFS to publish quarterly 'score cards' to boost transparency
- Wednesday, 25 October 2023
- Articles

The Personal Finance Society is planning to publish quarterly reports for members to enable them to better hold the organisation to account, CEO Donald MacIntyre has pledged.
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