Financial Planning firms have been urged to ‘grow their own’ Paraplanners.
Read more ...Financial Planners urged to ‘grow their own’ Paraplanners
- Friday, 03 March 2017
- Articles
Chartered planner gets new director of public policy role
- Friday, 03 March 2017
- Articles
A Chartered Financial Planner has been appointed to a newly created post of director of public policy at a national IFA group.
Read more ...Money Advice Service staff to get regulated advice
- Friday, 03 March 2017
- Articles
An advisory group has been awarded a contract to provide regulated advice to the Money Advice Service’s staff.
Read more ...Two IFA firms bought in double £10m deal
- Friday, 03 March 2017
- Articles
Two IFA firms have been bought by Succession Group in a double deal worth over £10m.
Read more ...Nucleus: We’re cutting charges for larger portfolios
- Thursday, 02 March 2017
- Articles
Wrap platform Nucleus has revealed a price cut for clients with larger portfolios.
Read more ...Charted Body Alliance may expand with more groups joining
- Thursday, 02 March 2017
- Articles
More Chartered professional bodies would be welcomed to join a new alliance which includes two of the leading Financial Planning organisations.
Read more ...Chartered Financial Planning firm gains 2000 clients with takeover
- Thursday, 02 March 2017
- Articles
Chartered Financial Planning Group Fairstone has gained another 2000 clients as it announced another takeover this morning.
Read more ...New Financial Planning boutique for affluent women
- Thursday, 02 March 2017
- Articles
A Chartered Financial Planner who specialises in female divorcee clients has launched a new service for women who have at least £3 million.
Read more ...Intrinsic hails capture of 'pioneer' Gazard from Sesame
- Wednesday, 01 March 2017
- Articles
Departing Sesame Bankhall MD Stephen Gazard is joining Intrinsic, it has been revealed this afternoon.
Read more ...Okusanya launches pension withdrawal app for planners
- Wednesday, 01 March 2017
- Articles
Abraham Okusanya has launched a new app for Financial Planners which allows them to calculate sustainable withdrawal rates from a retirement portfolio.
Read more ...