Articles
Revenues rise at Progeny as firm hunts for acquisitions
Written by Kat MitchellRevenues at expanding Financial Planning firm Progeny have risen £1.2m (17%) year on year for the first half of 2021 as the firm announced it is looking for more acquisitions.
4 in 10 Planning firms considering platform ownership
Written by Kat MitchellOver 4 in 10 (44%) of Financial Planning firms are considering operating a platform of their own instead of using or white-labelling a third-part platform, according to a new report.
A new survey by a Financial Planning professional body has revealed that 55% of women have suffered from "stress, anxiety or depression" in the past year.
Fintel, formerly known as SimplyBiz, has sold its ‘non-core’ Zest tech business for £10m, the company reported today.
Wealth firm and fund manager Close Brothers Asset Management has acquired a Chartered Financial Planning partnership which focuses on working with HNW client families and manages nearly £300m in assets.
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Wealth adviser Fairstone, which incorporates a large Chartered Financial Planning firm, has added two new firms to its progressive acquisition Downstream Buy Out (DBO) programme.
The Financial Conduct Authority has secured £25m more compensation for 4,500 investors in the failed Park First scheme which saw investments sold to a number of SIPP investors.
Savers looking to transfer their pension have been offered the opportunity to avoid the normal minimum pension age increase in 2028 under new draft legislation proposed by HMRC.
Wealth management firm WH Ireland has achieved corporate Chartered Financial Planning status from the Chartered Insurance Institute (CII).