Articles
IFA and investment manager One Four Nine Group has acquired its second advice firm north of the border, Financial Planner Russell Gibson Financial Limited.
Financial Planner and wealth manager Quilter increased pre-tax profit in the first half of the year by 9% to £61m (H1 2021: £56m) despite a sharp fall in Assets Under Management (AUM) as markets tumbled around the world.
David Lawrence: I am laser-focused on building Kingswood
Written by Kat Mitchell
Financial Planner and wealth manager Kingswood Holdings has grown rapidly in recent years, both organically and through a rapid acquisition strategy. It has acquired six Financial Planning firms this year with seven more in the pipeline. In this Q&A Financial Planning Today editor Kevin O’Donnell quizzes CEO David Lawrence about the growth and plans for the future.
2 in 3 share retirement planning goals with family
Written by Kat MitchellTwo thirds of Britons have shared their goals for a good retirement with their family, according to a new report.
1 in 3 investors potentially vulnerable - report
Written by Kat MitchellOne in three investors may fall into the Financial Conduct Authority’s definition of vulnerable, according to new research.
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The Financial Services Compensation Scheme declared five regulated firms in default in June and July.
Profits for Abrdn’s advice arm rose 75% year-on-year in the first half of 2022 despite significant losses in the parent business.
Leicester-based Financial Planning firm Trust Financial Planning has become the latest to be hit by clone scammers producing a fake replica of the firm's website.
Will Self, the CEO of major SIPP provider Curtis Banks, has left the company with immediate effect.