Financial Planning and wealth management firms Smith & Williamson and Tilney have agreed to combine the two firms.
Read more ...Tilney and Smith & Williamson confirm £45bn merger
- Thursday, 19 September 2019
- Articles

Mounting claims force SIPP firm into administration
- Thursday, 19 September 2019
- Articles

A mountain of claims against it has forced Berkeley Burke SIPP Administration Limited (BBSAL) to go into administration, with the book of business transferred to Hartley Pensions Limited.
Read more ...Octopus VCT launches new £120m fundraise
- Thursday, 19 September 2019
- Articles

Octopus Investments, part of Octopus Group and provider of venture capital trusts (VCTs) has opened a new fundraise for Octopus Titan VCT, managed by Octopus Ventures.
Read more ...Kames Capital launches ‘Corbyn-proof’ portfolio tips
- Thursday, 19 September 2019
- Articles

Kames Capital has published a number of strategies aimed at protecting portfolios from the possibility of a Jeremy Corbyn-led government.
Read more ...CPI inflation falls to 1.7%
- Wednesday, 18 September 2019
- Articles

The Consumer Prices Index measure of inflation fell to 1.7% in August to 1.7%.
Read more ...Schroders plots Financial Planning ‘price war’ against SJP
- Wednesday, 18 September 2019
- Articles

Schroders intends to use its new Financial Planning business to launch a price war against rivals like St James’s Place and Brewin Dolphin.
Read more ...Scottish Widows makes new directorial appointment
- Wednesday, 18 September 2019
- Articles

Scottish Widows has appointed Graeme Bold as director of Workplace Pensions.
Read more ...PIMFA fears over MiFID II costs and charges
- Wednesday, 18 September 2019
- Articles

Trade association PIMFA, which represents 1,000 investment managers and financial advisers, has expressed concern over what it called the “complexity” of MiFID II costs and charges.
Read more ...AFH buys Northern IFA firm for £3.2m to extend footprint
- Wednesday, 18 September 2019
- Articles

AFH Financial Group, the wealth manager founded by a Chartered Financial Planner, has acquired Wirral-based Broadleaf Financial Services for a maximum of £3.2 million, subject to performance targets being met during a two year earn out period.
Read more ...PFS appoints Adam Owen as new President
- Wednesday, 18 September 2019
- Articles

Adam Owen DipPFS, Certs CII (MP & ER) has been confirmed as President of the Personal Finance Society (PFS).
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