Thursday, 30 January 2014
Articles
Neil Johnson, senior partner at True Potential
A wealth management firm increased its number of financial advisers by 255% last year in a move which helped it add £1bn worth of assets and make a £5.3m profit. Read more ...
Tagged under #advisers #Wealth Management #assets #True Potential

Wednesday, 22 January 2014
Articles
MDRC logo
The level of satisfaction among UK wealth management clients, as measured by the MDRC index, fell in 2013. Read more ...
Tagged under #MDRC #Wealth Management

Wednesday, 22 January 2014
Articles
Clive Bolton, Aviva's managing director of at retirement
The rising cost of living has added the equivalent of an extra month of bills per year for people close to retirement, research has shown. Read more ...
Tagged under #retirement #Aviva #Wealth Management #living costs

Monday, 20 January 2014
Articles
Brooks Macdonald website
An investment firm has teamed up with an advisory business to offer a portfolio of products – including Sipps and SSAS. Read more ...
Tagged under #Wealth Management #Brooks Macdonald #investment #Prosperity

Monday, 06 January 2014
Articles
FCA website
The FCA has appointed a new head of wealth management and private banking. Read more ...
Tagged under #FCA #Wealth Management #Clive Adamson #Robert Taylor

Thursday, 21 November 2013
Articles
Personal Touch new wealth panel
Personal Touch Financial Services has detailed its new restricted advice wealth management service including the platforms, providers and panels it has selected to support its new consumer-led proposition. Read more ...
Tagged under #Wealth Management #Personal Touch #David Carrington

Monday, 12 August 2013
Articles
Sanlam Private Wealth website
Sanlam Private Wealth has acquired the client bank of two Financial Planning businesses. Read more ...
Tagged under #Wealth Management #Financial Planning #Sanlam Private Wealth

Thursday, 25 July 2013
Articles
ICAEW website
Institute of Financial Planning members are invited to this year's Institute of Chartered Accountants in England and Wales conference. Read more ...
Tagged under #IFP #ICAEW #Wealth Management #Accountants

Wednesday, 24 July 2013
Articles
Broadstone Private Client services
Mike Batchelor has been appointed as private client partner at Broadstone to help with the firm's top-end client proposition. Read more ...
Tagged under #Wealth Management #Broadstone #private client

Monday, 15 July 2013
Articles
FCA website
The Financial Conduct Authority has today set up a dedicated wealth management and private banking department. Read more ...
Tagged under #FCA #Wealth Management #private banking

Subcategories

IFP Member News Article Count:  376

Features Article Count:  51

Insight & Analysis Article Count:  155

Comment Article Count:  431

Sponsored Content Article Count:  4

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