Wealth management firm Brewin Dolphin boosted funds to £42.3bn and income rose by record levels in the third quarter of the year.
Read more ...Financial Planning helps wealth manager break income record
- Wednesday, 25 July 2018
- Articles
STM to expand senior staff as it hunts for buys
- Wednesday, 25 July 2018
- Articles
International financial services group STM is planning to expand its senior staff as the firm seeks to grow through acquisition.
Read more ...Financial Planner boosts assets to £1bn with Evolve FP buy
- Tuesday, 24 July 2018
- Articles
Leeds-based Progeny Group, which combines Financial Planning, legal and asset management services, has acquired Evolve Financial Planning.
Read more ...UK pension savers increasingly choosing phased retirement
- Tuesday, 24 July 2018
- Articles
British workers are the most likely in Europe to ‘phase’ their retirement by working at least part time past normal pension age, according to a new study.
Read more ...EQ Investors staff take 22% ownership of company
- Tuesday, 24 July 2018
- Articles
Staff at London-based Financial Planning and wealth management company EQ Investors have taken ownership of 22% of shares in the business.
Read more ...FCA orders sex offender’s firm to cease activity
- Tuesday, 24 July 2018
- Articles
A firm owned by sex offender adviser Frank Cochran must cease all regulated activities.
Read more ...Financial advisers critical of FCA on Brexit
- Tuesday, 24 July 2018
- Articles
A new report, by the FCA Practitioner Panel, has highlighted that the regulator has room for improvement in international regulation and Brexit.
Read more ...IFA firm launches advice service for medics
- Monday, 23 July 2018
- Articles
National IFA firm Chase de Vere has launched a new financial advice service for the medical profession.
Read more ...Chartered Financial Planner joins Sanlam in new business model
- Monday, 23 July 2018
- Articles
Wealth management group Sanlam has unveiled Chartered Financial Planner and IFA Ergowealth as the first firm to join its partnership programme.
Read more ...Ending Soon - Free Financial Planning Job Ad Offer worth £160
- Monday, 23 July 2018
- Articles
Financial Planning Jobs - Financial Planning Today's sister specialist jobs board for vacancies in Financial Planning, Paraplanning, Wealth Management and the IFA sector - is celebrating its first birthday this summer with a special Free Ad offer worth £160.
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