Wealth manager and SIPP provider Mattioli Woods has pushed back a major deal to takeover £1.6bn AUM Ludlow Wealth Management.
Read more ...Openwork relaunches women in financial services conference
- Tuesday, 31 August 2021
- Articles

The Openwork Partnership, one of the UK’s largest financial advice networks, has relaunched its annual women in financial services conference as the network restarts face to face events.
Read more ...ASHL network launches investment proposition
- Tuesday, 31 August 2021
- Articles

Advice network Adviser Services Holdings Limited has established an investment arm called Rockhold Investments.
Read more ...Aegon partners with university for financial wellbeing study
- Tuesday, 31 August 2021
- Articles

Pension and investment provider Aegon has partnered with the Edinburgh Futures Institute and the Business School of the University of Edinburgh for a study into the science of financial wellbeing.
Read more ...FCA warns firms on Afghanistan-linked financial crime risks
- Tuesday, 31 August 2021
- Articles

The Financial Conduct Authority (FCA) has warned firms about potential financial crime risks linked to the latest developments in Afghanistan.
Read more ...Titan completes acquisition of Tavistock multi asset arm
- Tuesday, 31 August 2021
- Articles

Wealth manager and Financial Planner Tavistock Investments has completed the sale of its multi asset arm, Tavistock Wealth Limited (TWL), to Titan Wealth Holdings.
Read more ...Lancs Financial Planner adds 20th team member
- Friday, 27 August 2021
- Articles

West Lancashire-based Acumen Financial Partnership has recruited Chartered Financial Planner Mike Moore as its 20th team member.
Read more ...Retirees cooling on European retirement post Brexit
- Friday, 27 August 2021
- Articles

Half of the over-50s planning to retire to Europe say they are reconsidering their plans due to Brexit.
Read more ...Regulatory burden spurs £1.8m IFA firm sale
- Friday, 27 August 2021
- Articles

The owner of a Bucks IFA firms says the increasing regulatory burden is one of the key reasons behind the £1.8m sale of his firm to Mattioli Woods.
Read more ...Third of Planners building ESG into fact finds
- Thursday, 26 August 2021
- Articles

Just under a third (30%) of Financial Planners have reviewed their client fact finds to include questions about ESG preferences, according to a new report.
Read more ...