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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IFA promotes Chartered Planner as funds top £250m

North West independent financial adviser Acumen Financial Partnership has boosted its management team with the addition of a Chartered Financial Planner as the expanding firm’s funds break through the £250m level for the first time.

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Beaufort Financial partners with North East start-up

National advisory firm Beaufort Financial has completed its newest partnership with Akrivis Wealth, the 19th such arrangement with an IFA firm.

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