Expanding wealth manager and Financial Planning firm Progeny Group has bought Scottish Financial Planner Innovate Financial Services for an undisclosed sum.
London-based The Marlborough Group has appointed Mike Mumford as business development manager for the firm’s discretionary fund management business, Marlborough Investment Management.
The FCA has issued a warning over a “scam” wealth management firm, which it says, is operating without authorisation.
Zurich revealed triple digit percentage increases in profits in both life and savings and general insurance sections of the business, according to the firm’s 2018 full year results.
True Bearing Chartered Financial Planners, has won 'Gold Employer of the Year' at the Investors In People Awards.
Experts from across the financial sector have reacted to yesterday’s decision of the Bank of England's Monetary Policy Committee to maintain the bank Rate at 0.75%.
The Bank of England’s Monetary Policy Committee (MPC) has unanimously decided to maintain the Bank Rate at 0.75%, the bank announced today.
National IFA network firm Tenet Group has recruited a new chief executive - Mark Scanlon - to replace current CEO Martin Greenwood who is to retire this year.
I’ve felt for a long time that what the fund management sector offers, and Financial Planners and advisers in turn recommend, is often far from what investors want to buy and two surveys this week back up that view.
One of the greatest challenges for Financial Planning in the long term is how to reach the millions who have never heard of Financial Planning or have only a vague idea of what it is and its value. The estimable Pete Matthew, an entrepreneurial Chartered and Certified Financial Planner, may be showing one important way forward.