Kevin
North West Planner buys local IFA firm
- Friday, 10 May 2024
Cheshire-headquartered Financial Planner Foresight Wealth Group has acquired £120m AUM local advice firm Cassons Financial Planning.
Read more...Bigger IFW wellbeing conference set for this month
- Thursday, 09 May 2024
The Institute for Financial Wellbeing (IFW), the non-profit body which aims to promote and campaign for better adviser and client wellbeing, is holding its 2024 annual conference later this month with the theme of ‘Financial Wellbeing 2030.’
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Iress to sell Pulse portfolio software arm
- Thursday, 09 May 2024
Fintech Iress is to sell its Pulse portfolio management software to SecuritEase Holdings UK Limited, part of New Zealand-based SecuritEase group.
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