Articles
1 in 3 financially supporting friends and family
Written by Kat MitchellAlmost 1 in 3 (32%) of Britons have given financial assistance to family or friends over the past six months, according to a new report.
SIPP provider Alltrust launches white-label platform
Written by Kat MitchellAlltrust has partnered with Platform One to launch a white-label investment and custody platform.
7 in 10 advisers expect clients to delay retirement
Written by Kat MitchellNearly 7 in 10 financial advisers (67%) expect clients to postpone retirement due to cost of living concerns, according to a new report.
Many congratulations to the five winners of our 2023 Financial Planning Reader Survey Prize Draw.
2 in 5 advisers facing issues attracting new clients
Written by Kat MitchellAround two in five (40%) financial advisers see finding and attracting new clients as the biggest challenge facing their businesses, according to a new report.
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Private equity firm to acquire Titan Wealth
Written by Kat MitchellUS private equity firm Parthenon Capital is to acquire a majority share of wealth manager and Financial Planner Titan Wealth later this month.
Private equity-funded Financial Planner Cooper Parry Wealth (CPW) has made its third acquisition this year by fully taking over its £220m AUM Tunbridge Wells-based joint venture Creaseys Wealth.
Battle for platform clients could fuel consolidation - report
Simon ReadFurther consolidation in the direct to consumer platform sector is on the cards as providers struggle to find new business, according to investment consultancy Fundscape.
The absence of a Pensions Bill in today’s King’s Speech is was “frustrating” and “disappointing”, according to pension experts.