Articles
Certified Financial Planner numbers dipped in the UK last year as a new record was set worldwide.
Expanding Foster Denovo acquires Financial Planner
Written by JamesFoster Denovo Group has today revealed that it has acquired Financial Planning and advice firm Orchard Wealth Cultivation as part of its “ambitious” growth strategy.
Thesis Asset Management has hired Alice Farrer as an investment manager as part of its expansion plans.
AJ Bell slashes charges on its multi-asset funds to 0.35%
Written by JamesThe annual charges on AJ Bell’s range of six passive multi-asset funds have been cut to 0.35%.
deVere Group acquires UAE-based IFA and wealth adviser
Written by JamesIndependent financial advisory firm deVere has revealed the acquisition of a UAE-based IFA.
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I remember the first exam I passed towards achieving Chartered status, R02 Investment Principles and Risk, February 2014. Five years later and I’ve finally achieved Chartered status – something which feels like it has taken forever.
Fast growing adviser firm Progeny Group has made its third acquisition this week with deals to buy Financial Planning firms in Bucks and Sussex.
Pensions risk and investment management firm Cardano Group has agreed to acquire 100% of workplace pension provider Now Pensions from Danish pension fund Arbejdsmarkedets Tillaegspension.
Tenet Group has signed a five year contract with Intelliflo for the provision of Intelligent Office to its network of over 1,300 investment and mortgage advisers.