Financial Planners are increasingly turning to cashflow modelling tools to help them be more efficient and accurate.
Read more ...Why cashflow modelling is essential for Financial Planners
- Friday, 14 June 2019
- Articles
Financial Planner hires new senior adviser to focus on pensions
- Friday, 14 June 2019
- Articles
Lancashire Financial Planner Acumen Financial Partnership has appointed a new senior adviser to cover the Merseyside region.
Read more ...Financial Planner acquires HR consultancy
- Friday, 14 June 2019
- Articles
Financial Planning and asset management firm Progeny has acquired Halo HR’s Burnely-based HR consultancy.
Read more ...Financial Planning firm staff to walk for cancer charity
- Friday, 14 June 2019
- Articles
Cotswolds-based Broadway Financial Planning staff are set to walk to raise money for Pancreatic Cancer UK.
Read more ...FSCS declares 8 financial firms in default
- Thursday, 13 June 2019
- Articles
Consumers could get back money after eight failed regulated firms were declared in default by FSCS.
Read more ...FSCS opens to claims against GPC SIPP
- Thursday, 13 June 2019
- Articles
The Financial Services Compensation Scheme (FSCS) is now accepting claims against GPC SIPP Limited (GPC) which slumped into administration this week.
Read more ...Foster Denovo launches platform and Dynamic Portfolios
- Thursday, 13 June 2019
- Articles
Foster Denovo has launched its own investment platform for advisers alongside a new range of Dynamic Portfolios (DPs).
Read more ...Transfer values near record highs according to XPS
- Thursday, 13 June 2019
- Articles
Transfer values remained close to record highs during May 2019 as the number of DB transfers over the month increased, according to XPS Transfer Watch.
Read more ...Tenet reveals North West expansion
- Thursday, 13 June 2019
- Articles
Tenet has expanded its hub in the North West with the buyout of the client assets of Preston-based Colin Galbraith Independent Financial Services.
Read more ...Succession Wealth acquires six advice firms
- Wednesday, 12 June 2019
- Articles
Independent wealth management firm Succession Wealth has acquired six financial advice businesses from across the UK.
Read more ...