Articles
ESG inflows help Chartered Planner top £600m AUM
Written by Kat MitchellAn expanded ESG portfolio and new client acquisition has pushed Chartered Financial Planner firm The RU Group past a milestone £600m in assets under management.
Tilney acquires Northumberland Financial Planner
Written by Kat MitchellFinancial Planning and wealth management firm Tilney Smith & Williamson has added Explore Wealth Management’s team to its Newcastle office.
Financial Planning-focused wealth manager Succession Wealth is reportedly up for sale for approximately £400m, according to Sky News.
The Pensions Regulator (TPR) has today published new guidance to help trustees halt suspicious transfers.
A survey carried out for Talk Money Week, which launches today, has found that half of parents struggle to talk about money with their children.
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Wealth manager trade body PIMFA has recruited platform and investment veteran Geoff Towers to its board as a non-executive director.
Confidence in politicians has taken a knock lately. Perhaps they would welcome the chance now to redeem their reputation and demonstrate they can be trusted to uphold important promises made to their constituents.
Asset manager Abrdn and consumer investment platform Interactive Investor have today both confirmed that talks are taking place which could see Abrdn acquiring Interactive Investor (ii) for £1.5bn.
I am not surprised by the findings of a new survey which suggests that the over-50s are cold-shouldering robo advice.