Bosses of Schroders, Investec and BlackRock were among wealth management firms that met with the Government over Brexit negotiations with the EU.
Read more ...Schroders, Investec, BlackRock meet Treasury over Brexit
- Friday, 03 March 2017
- Articles
Financial Planners urged to ‘grow their own’ Paraplanners
- Friday, 03 March 2017
- Articles
Financial Planning firms have been urged to ‘grow their own’ Paraplanners.
Read more ...Chartered planner gets new director of public policy role
- Friday, 03 March 2017
- Articles
A Chartered Financial Planner has been appointed to a newly created post of director of public policy at a national IFA group.
Read more ...Money Advice Service staff to get regulated advice
- Friday, 03 March 2017
- Articles
An advisory group has been awarded a contract to provide regulated advice to the Money Advice Service’s staff.
Read more ...Two IFA firms bought in double £10m deal
- Friday, 03 March 2017
- Articles
Two IFA firms have been bought by Succession Group in a double deal worth over £10m.
Read more ...Nucleus: We’re cutting charges for larger portfolios
- Thursday, 02 March 2017
- Articles
Wrap platform Nucleus has revealed a price cut for clients with larger portfolios.
Read more ...Charted Body Alliance may expand with more groups joining
- Thursday, 02 March 2017
- Articles
More Chartered professional bodies would be welcomed to join a new alliance which includes two of the leading Financial Planning organisations.
Read more ...Chartered Financial Planning firm gains 2000 clients with takeover
- Thursday, 02 March 2017
- Articles
Chartered Financial Planning Group Fairstone has gained another 2000 clients as it announced another takeover this morning.
Read more ...New Financial Planning boutique for affluent women
- Thursday, 02 March 2017
- Articles
A Chartered Financial Planner who specialises in female divorcee clients has launched a new service for women who have at least £3 million.
Read more ...Intrinsic hails capture of 'pioneer' Gazard from Sesame
- Wednesday, 01 March 2017
- Articles
Departing Sesame Bankhall MD Stephen Gazard is joining Intrinsic, it has been revealed this afternoon.
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