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.

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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.

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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.

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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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