Nearly three in four financial advisers are using social media with the percentage increasing, according to Intelliflo’s 4th annual survey into social media usage.
Read more ...Curtis Banks reports 85% jump in pre-tax profits
- Monday, 04 September 2017
- Articles

Curtis Banks Group, one of the UK’s biggest SIPP providers, has reported an 85% increase in pre-tax operating profits to £5m and a 98% increase in operating revenue to £21.4m for the first half of the year.
Read more ...Old Mutual Wealth spins off multi-asset arm
- Monday, 04 September 2017
- Articles

Old Mutual Wealth has launched a standalone multi-asset investment business as it reshapes its business model in preparation for “managed separation” of the company from its parent group.
Read more ...Old Mutual Wealth buys Cumbria Financial Planning firm
- Friday, 01 September 2017
- Articles

Old Mutual Wealth Private Client Advisers has acquired Dodd Murray, a Cumbria-based Financial Planning business for an undisclosed sum.
Read more ...Financial services bosses are voted UK’s best
- Friday, 01 September 2017
- Articles

UK employees have voted financial services managers the UK’s best, according to a new survey.
Read more ...Rathbones and Smith&Williamson end merger talks
- Friday, 01 September 2017
- Articles

Rathbones board has ended its exclusive merger discussions with wealth manager Smith & Williamson.
Read more ...Curtis Banks mulls axing Leicestershire office
- Friday, 01 September 2017
- Articles

Fast growing Sipp and SSAS provider Curtis Banks is considering axing its Market Harborough office, making a number of roles potentially redundant.
Read more ...Walker Crips reveals new chief executive in reshuffle
- Friday, 01 September 2017
- Articles

Investment and wealth management firm Walker Crips has announced the appointment of a new chief executive as part of a change of senior management.
Read more ...Chartered Financial Planning firm to host charity golf day
- Friday, 01 September 2017
- Articles

Chartered Financial Planning firm Manse Capital - also a CISI Accredited Firm - is to host its first Charity Golf Day next month in aid of Yorkshire Air Ambulance and the Jane Tomlinson Appeal.
Read more ...Number of retirees opting for Drawdown trebles
- Friday, 01 September 2017
- Articles

The number of retirees opting for income drawdown has more than trebled since the introduction of pension freedoms, new figures show.
Read more ...