The Wealth Management Association and The Association of Professional Financial Advisers have struck a deal to merge.
Read more ...Members of adviser body APFA vote for WMA merger
- Monday, 08 May 2017
- Articles

Members of adviser body APFA have voted to approved a merger with the Wealth Management Association.
Read more ...Financial Planning business wrapped up after takeover
- Monday, 08 May 2017
- Articles

A Financial Planning business is being wrapped up this week as it is merged into its new parent firm following a takeover.
Read more ...Financial Planning firm's Prince Philip warning for retirees
- Friday, 05 May 2017
- Articles

A Financial Planning firm is using the case of the Duke of Edinburgh to highlight the importance of retirement planning.
Read more ...Sipp breaks £1bn barrier as Parmenion marks 10th birthday
- Friday, 05 May 2017
- Articles

Parmenion has announced that its Sipp has broken through £1bn assets under management barrier as it marks its 10 year anniversary.
Read more ...Adviser firm loses Ombudsman appeal over Sipp transfer
- Friday, 05 May 2017
- Articles

The Ombudsman has ruled against adviser firm Sesame in a case surrounding advice for a Sipp transfer.
Read more ...Transact reveals Voyant cashflow modelling agreement
- Friday, 05 May 2017
- Articles

Transact has announced it has added Voyant software integration to the cash flow modelling integrations it already has in place.
Read more ...Want to be a global Financial Planning chief? Roles up for grabs
- Friday, 05 May 2017
- Articles

A worldwide Financial Planning body is seeking two new board directors as it bids to establish it as a global profession.
Read more ...Financial Planning chief: Survey shows lack of consumer trust
- Thursday, 04 May 2017
- Articles

A Financial Planning survey has shown consumers’ lack of trust and confusion about getting help with their money.
Read more ...Wealth firm names new Financial Planning boss in hiring spree
- Thursday, 04 May 2017
- Articles

Sanlam UK has revealed a triple appointment, bringing in an ex-Broadstone chief, and naming a new boss for its north of England Financial Planning team.
Read more ...