Articles

Asset manager Invesco has launched a soft skills CPD-accredited platform for Financial Planners and advisers focusing on emotional intelligence, practice management and investment skills.

Wealth manager Waverton’s merger - announced in the spring with rival London & Capital to form a £19bn AUM wealth management business - has completed after being approved by the FCA.

Friday, 28 June 2024 10:41

Tavistock confirms bid speculation

 

Financial Planner Tavistock has today confirmed that it is considering “a number of potential transactions” including a bid from Financial Planner Saltus for part of its business.

A behavioural finance app is coming to the Intelliflo office suite, designed to gauge and evidence clients’ suitability.

Page 24 of 1845