National IFA group signs deal with referral fintech firm

National IFA firm Tenet is the first adviser support group to partner with the new referral tracking platform, TrackerHub.


Sanlam acquires Newcastle-based Financial Planning firm

Sanlam UK has acquired independent Financial Planning and employee benefits firm Blackett Walker Limited for an undisclosed amount.


IFA slams Brexit ‘fudging’ and calls for second referendum

Independent financial advisory firm deVere has hit out at ‘more fudging’ in the UK’s Brexit delay.


Financial Planning firm makes managed portfolio appointment

Smith & Williamson has been appointed by Truro-based independent financial advisers Worldwide Financial Planning to provide its 5-star Defaqto rated managed portfolio service to clients. 

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