Articles
Fast-growing wealth manager and Financial Planner Kingswood is to acquire the holding company of asset manager and IFA the IBOSS Group.
Wealth manager trade body PIMFA has warned members about a fraudster who has been impersonating a member of staff and contacting members.
Quilter Cheviot launches ‘Building Blocks’ funds
Written by Kat MitchellQuilter Cheviot has launched a range of eight reduced-cost ‘Building Blocks’ funds to its managed portfolio service (MPS) service.
The latest issue of Financial Planning Today Magazine is out now and reveals how tech 'heroes' helped Financial Planners to slay the Covid dragon.
Recently founded Financial Planning and fund management firm One Four Nine Group has launched an in-house discretionary fund management (DFM) service.
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When a client meets with a Financial Planner they want to feel that their life is special.
Lack of client familiarity key barrier to ESG
Written by Kat MitchellLack of client familiarity with what ESG stands for is the biggest barrier for advisers to recommending more ethical and environmental investment options.
Acquisitive financial adviser group Tenet has appointed Paul Day as regional business manager.
Fiducia restarts financial education initiative
Written by Kat MitchellChartered Financial Planner firm Fiducia Wealth Management has restarted its financial literacy educational programme.