National IFA group signs deal with referral fintech firm
- Wednesday, 17 April 2019
- Articles
National IFA firm Tenet is the first adviser support group to partner with the new referral tracking platform, TrackerHub.
Read more...Sanlam acquires Newcastle-based Financial Planning firm
- Tuesday, 16 April 2019
- Articles
Sanlam UK has acquired independent Financial Planning and employee benefits firm Blackett Walker Limited for an undisclosed amount.
Read more...IFA slams Brexit ‘fudging’ and calls for second referendum
- Thursday, 11 April 2019
- Articles
Independent financial advisory firm deVere has hit out at ‘more fudging’ in the UK’s Brexit delay.
Read more...Financial Planning firm makes managed portfolio appointment
- Thursday, 11 April 2019
- Articles
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.
Read more...