Leading Financial Planners share their Top 10 Tips on finding and working with HNW clients in the latest Financial Planning Today magazine.

Berry & Oak, a newly-rebranded firm of Chartered Financial Planners set up by a husband and wife team, has held its launch event in Hazlewood Castle, a luxury hotel near Leeds.

Mattioli Woods, the wealth management and employee benefits business, has acquired Broughtons Financial Planning in a deal worth up to £4m. 

Action Fraud has warned investors about fraudsters who advertise ‘get rich quick’ cryptocurrency and mining investments to scam people.

EBS Pensions has reported an 18% increase in client numbers and a significant increase in profitability in 2017 under new owners the Embark Group.

Directors and staff at wealth management and Financial Planning business Investment Quorum have completed an MBO of the business.

New figures from the ONS, which point to a slowing of life expectancy increases, are good news for defined benefit pensions schemes, according to AJ Bell.

The use of the wrong platform to launch a petition against scrapping the pensions dashboard mean that the issue will not be debated in Parliament, despite surpassing 100,000 signatures. 

Quilter has appointed a new non-executive director to the board of its UK platform business Old Mutual Wealth.  

Wealth management and Financial Planning firm Tilney has appointed Andy Grant as head of Financial Planning.