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The Chartered Institute for Securities & Investment’s annual Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will take place this year on 19 and 20 May.
Private equity firm Preservation Capital Partners has today acquired the Parmenion platform from owners Standard Life Aberdeen for "up to £102m."
Andy Jervis, founder of Chesterton House Group, shares his secret to building long-lasting client relationships in the most recent edition of Financial Planning Today Magazine.
Private equity-owned platform James Hay has sold its closed book of SSAS schemes to Westbridge SSAS.
Combined M&G Wealth business reaches £28bn in assets
Written by Kat MitchellAfter combining its Financial Planning businesses with platform Ascentric and the M&G funds business into M&G Wealth, the firm now has £28bn in assets across the division.
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Standard Life Aberdeen continues to look for a buyer for its Parmenion platform, according to its financial results released this morning.
Shareholders oppose 3 board reappointments at Transact parent
Written by Kat MitchellIntegrafin, the parent company of adviser platform Transact, has faced significant shareholder opposition at its AGM to three board reappointments, including chairman Richard Cranfield and founder Michael Howard.
Over 40% of Britons have three or more pension pots including their state pension.
The average woman in her 20s would have to work 37 extra years to retire on the same pension as a man of the same age and the Coronavirus pandemic has made the situation worse, according to new research.