Openwork, the advisory network with 3,500 advisers, has unveiled a programme which will support firms to ‘upskill’ mortgage advisers to become qualified wealth advisers, offering holistic Financial Planning.
Wealth management and Financial Planning firm EQ Investors has announced that its Positive Impact Portfolios are now available via Aviva’s Platform.
Wealth manager Walker Crips has hired a new investment director who used to work for Financial Planning firm Tilney.
A Certified Financial Planner has spoken of the harrowing experience of having to delay her cancer treatment to protect her unborn child.
The US financial giant MetLife is closing its UK wealth management arm to new business and says it will refocus its strategy to “drive the growth” of its Employee Benefits and Individual Protection businesses instead.
Standard Life is to add its international bond to the Elevate platform it recently purchased.
A former President of the Institute of Financial Planning has joined the board of a firm bidding to become the UK’s largest independent wealth management business.
Wealth management firm AFH says it has a ‘strong pipeline of acquisition opportunities’, days after it sealed a deal for its seventh and eighth takeovers this year.
The CISI is trying to entice more wealth managers to attend the annual Financial Planning conference in September by widening the appeal of the content.
After plans were revealed last week for the WMA and APFA to merge into a new body, APFA director general Chris Hannant tells FP Today readers more about what it entails, the benefits for advisers, and what it means for members' fees. Read on for Mr Hannant's article below.
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