IFA and wealth manager makes new senior hire
- Monday, 11 November 2019
- Articles
IFA and wealth manager Vintage has appointed a new CEO to head up its wealth management arm.
Read more...Chartered Financial Planners buy local IFA firm
- Tuesday, 05 November 2019
- Articles
Apogee Wealth Management, a Cheshire-based Chartered Financial Planner wealth firm, has bought local IFA Premier Financial Planning UK for an undisclosed sum.
Read more...Financial Planning fintech firm launches PROD MiFID II guide
- Thursday, 17 October 2019
- Articles
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.
Read more...Tatton acquires Tenet subsidiary in £2.7m deal
- Thursday, 17 October 2019
- Articles
DFM and IFA support firm Tatton Asset Management has acquired a subsidiary of Tenet in a £2.7m deal.
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