Quilter to open up HNW offering to external IFAs  

Wealth manager Quilter is to open up its HNW propositions to external independent financial advisers working with wealthy clients.

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CII to review PFS plans after barring ‘no confidence’ motion 

 

The Chartered Insurance Institute is to launch a consultation with its 125,000 members on the future of its Personal Finance Society arm after barring a last-minute no-confidence motion at today’s AGM.

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Mattioli says market is steadying as it plans to grow

Wealth manager and SIPP provider Mattioli Woods says its market is beginning to stabilise and it is planning further acquisitions.

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CII’s 2020 AGM to go virtual for the first time 

The 129,000-member Chartered Insurance Institute will hold its first ever virtual AGM in October.

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