IFA and wealth manager makes new senior hire

IFA and wealth manager Vintage has appointed a new CEO to head up its wealth management arm.

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Chartered Financial Planners buy local IFA firm

Apogee Wealth Management, a Cheshire-based Chartered Financial Planner wealth firm, has bought local IFA Premier Financial Planning UK for an undisclosed sum.

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Financial Planning fintech firm launches PROD MiFID II guide

Financial Planner-focussed fintech firm Clever has launched a new free PROD guide to help IFAs to design and deliver financial solutions for their clients whilst working within the regulatory framework of MiFID II.  

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Tatton acquires Tenet subsidiary in £2.7m deal

DFM and IFA support firm Tatton Asset Management has acquired a subsidiary of Tenet in a £2.7m deal.

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