Articles
Client awareness of ESG investing is on the rise but the appetite for ESG investments could be waning, according to a new survey by a Chartered Financial Planning firm.
Falling gilt yields push up DB transfer values to record highs
Written by Kat MitchellFalling gilt yields pushed DB transfer values to a new record high of £265,200 on 28 October.
Frenkel Topping enters 6th JV with law firm
Written by Kat MitchellFinancial advice firm Frenkel Topping has launched a personal injury (PI) and clinical negligence joint venture with law firm Ralli.
Advice network The Openwork Partnership has appointed adviser Stuart Dodson as managing director as chief commercial officer Mike Morrow announced he is to step down.
Income up 12% at takeover target Charles Stanley
Written by Kat MitchellRevenue in the first half at wealth management firm Charles Stanley increased 12% year on year to £91.9m.
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Martin Andrew has stepped down from his role of chief executive at wealth firm and fund manager Close Brothers Asset Management (CBAM).
West Country-based accountancy and wealth management firm Old Mill has revealed plans to nearly double staff numbers from 320 to 600 over the next five years.
SIPP provider iPensions is expanding into the direct-to-consumer pension market with the launch of iSIPP, a digital consolidator for UK and international clients.
Chartered Financial Planner Wes Nixon is to leave IWP’s Welsh regional hub to join Bristol-based Centurion Chartered Financial Planners after only nine months in the role at IWP.