Wealth planning firm Brown Shipley has revealed it is to acquire NW Brown & Co Limited, a wealth manager based in Cambridge with an additional office in Norwich. 

Private bank Nedbank has appointed a new head of wealth planning.

Invesco has revealed that it plans to launch the UK’s first Model Portfolio Service to utilise Intelliflo’s integrated Model Portfolio technology. 

Royal London has hired experienced industry executive Barry O’Dwyer to be its new group chief executive from September.

The FCA has confirmed that it has begun an investigation into events leading up to the suspension of the Woodford Equity Income Fund (WEIF).

A panel of experts discussed client capacity for loss at the CISI Paraplanner Conference this afternoon.

Delegates at the CISI Paraplanner Conference, at the Crowne Plaza hotel, in Stratford-Upon-Avon, today took part in a lively interactive session looking at Financial Planning dilemmas.

A Paraplanner explained this morning how she went from marine biology and oceanography studies to Paraplanning.

Delegates at the CISI Paraplanner Conference, in Stratford-Upon-Avon, this morning heard a detailed briefing on central retirement propositions.

Quilter has backed FCA plans to dismantle obstacles to clients shifting their platform portfolios to a competitor and is supporting a ban on exit fees to help achieve this aim.