AFH, the expanding financial advisory firm founded by a Chartered Financial Planner, has made its 12th acquisition of 2018 in a move that will boost its total number of advisers to more than 200.

A new report by independent fund research firm Fitz Partners has given an insight into the level of investment advisory fees charged by asset managers.  

HMRC statistics, released today, have been interpreted in different ways by experts in the Financial Planning profession.

The estimated 1.8 million British expats living in the EU should consider reviewing their personal financial strategies as ‘no-deal’ Brexit looks increasingly likely, the deVere Group has warned.

Walker Crips, which has a Financial Planning arm, has added its ALPHA: r² model portfolios to Distribution Technology’s ‘Dynamic Planner’ platform, enabling advisers to assess the long-term investment risks associated with the portfolios against their clients’ risk profiles.

PIMFA, the trade body formed by a merger of APFA and the Wealth Management Association, is to relaunch the popular annual Financial Adviser dinners organised by APFA.

Despite concerns about the UK’s finances, 66% of consumers say they are confident about their own personal finances.

Financial Planner and wealth manager Saunderson House was adversely affected by the sell-off plans of its parent group IFG which abandoned its sale of Saunderson House earlier in the year.

Independent market researchers Plimsoll Analysis has given the IFA firm sector a mixed bill of health with a warning that 327 firms are in danger of failure.

Thesis Asset Management has appointed Lawrence Cook and Giles Marriage to its board of directors as it completes a series of management changes.