Rapidly expanding Financial Planning-focused advisory group Independent Wealth Partners (IWP) has acquired Southport-based Chartered Financial Planning firm Premier Wealth Management.
Read more ...IWP acquires £260m Southport Chartered Planning firm
- Thursday, 25 November 2021
- Articles
FCA proposes default investment option for all pensions
- Thursday, 25 November 2021
- Articles
The Financial Conduct Authority has proposed that firms offer a default investment option to non-workplace pension clients.
Read more ...Former IFP President pens book on wealth transfer
- Thursday, 25 November 2021
- Articles
Longstanding Financial Planner Marlene Outrim is to publish a new book on intergenerational wealth transfer.
Read more ...Moneyfarm launches digital wealth tool for advisers
- Thursday, 25 November 2021
- Articles
Digital wealth manager Moneyfarm has launched a solution for UK advisers.
Read more ...FCA must be 'more nimble and innovative' - minister
- Thursday, 25 November 2021
- Articles
The economic secretary to the Treasury has said the FCA must transform into a “more nimble and innovative” regulator.
Read more ...Exclusive: Help us reshape PFS urges CII chair
- Thursday, 25 November 2021
- Articles
Chartered Insurance Institute chair Helen Phillips has urged members to take part in one of the professional body’s biggest consultation initiatives in its history.
Read more ...Planners on health benefits of regular planning
- Thursday, 25 November 2021
- Articles
Regular Financial Planning has been linked to improved mental and physical health by a new study but what do planners think?
Read more ...Quilter sells Lighthouse advice arm
- Thursday, 25 November 2021
- Articles
Quilter Financial Planning has sold the advice arm of the Lighthouse Group.
Read more ...2 Planner firms first to sign as Openwork 'major partners'
- Wednesday, 24 November 2021
- Articles
Swindon-based Unique Financial Planning Limited and London-based Chartered Financial Planner The Penny Group have become the first two businesses to sign five-year 'Strategic Partner Firm' contracts with the Openwork network, one of the UK’s largest advisory firms.
Read more ...SJP exec joins Blackfinch Group as COO
- Wednesday, 24 November 2021
- Articles
Investment specialist Blackfinch Group has expanded its senior leadership team by hiring former St James’s Place executive director Caroline Hallatt as its new Chief Operating Officer (COO).
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