Nearly three in four financial advisers are using social media with the percentage increasing, according to Intelliflo’s 4th annual survey into social media usage.

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Guildford-based Chartered Financial Planning firm Chapters Financial is to sponsor a local stand up comedy night to raise funds for a brain injury charity.

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Hundreds of Financial Planners, Paraplanners and Wealth Managers are set to attend one of the biggest Financial Planning events of the year in a few weeks - the annual CISI / IFP Financial Planning Conference.

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Momentum Pensions, the SIPP, SSAS and QROPS provider, is considering making strategic acquisitions of SIPP rivals as it builds up for further growth.

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The Financial Ombudsman Service recorded a total of 170,000 new cases in the first six months of this year, up 13% on 2016.

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Mattioli Woods, the wealth management, SIPPs and employee benefits business, has reported annual revenue up 17.4% over the past year.

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A young Financial Planning trainee has said he is thrilled to have won a £2,000 prize to fund a trip to the annual conference of South Africa's Financial Planning Institute in Cape Town.

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Wednesday, 06 September 2017
Articles

Close Brothers Asset Management (CBAM) has hired Tim Eliot-Cohen from Rathbones to be a managing director in its High Net Worth business.

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EQ Investors, the wealth manager led by John Spiers, is hosting an impact investing seminar on Wednesday 11 October in London at EQ’s offices near Monument to coincide with Good Money Week.

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The cost of private education in the UK has increased by more than 20% in the past five years, outstripping the rise in average earnings and placing greater strain in parents’ finances.

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