Members of adviser body APFA have voted to approved a merger with the Wealth Management Association.
A Financial Planning business is being wrapped up this week as it is merged into its new parent firm following a takeover.
Wealth manager St. James's Place has today reported a surge in gross inflows of funds under management for the three months ending on 31 March.
A business described as a Financial Planning firm is among a list of 19 failed firms revealed today.
A new report has drilled down into the profitability and revenue streams of wealth managers.
An ex-FCA director, whose career includes spells Prudential and Fidelity, has been recruited by a wealth management firm.
A Chartered Financial Planning group has bought a wealth firm specialising in estate planning with 1,500 clients.
A wealth manager has intimated that is closing in on more IFA takeovers.
A foundation set up by a Rugby World Cup winner and England’s most capped player has been given a major cash injection thanks to a professional body for Financial Planners and wealth managers.
Wealth management firm WH Ireland has confirmed a Kuwaiti group has taken a significant stake in the business.
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