Articles
National IFA Chase de Vere has completed the acquisition of Angus-based adviser Ferguson Oliver and said it is searching for more acquisitions.
Investors under 34 were far more likely to have used their time during lockdown to improve or protect their financial position, however only one in ten had contacted a Financial Planner, according to a new survey.
One of the authors of a new global wealth management report believes that the Covid-19 outbreak could have a “profound” impact on the UK wealth management sector which has flourished in recent years.
The growing Financial Planning firm Independent Wealth Planners (IWP) has made another acquisition in the South West with Westinsure Webb Financial Services joining its regional hub, Kelsall Steele Investment Services.
Almost £10bn was transferred out of defined benefit pensions in the final quarter of 2019, according to official data.
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Keith Skeoch is to step down from the board of Standard Life Aberdeen after five years as group chief executive and fourteen years as a director.
Truinvest acquires Group Rapport and Bromwich Financial Planning
Written by Kat MitchellFinancial Planning Group Truinvest made its first two acquisitions since its formation last year and said that more acquisitions are to follow.
Wealth manager Charles Stanley has appointed former Brown Shipley chief executive Ian Sackfield as managing director, investment management services (branches) to lead the firm’s 20 regional offices.
Chartered Financial Planner Telford Mann is planning to recruit seven more staff this year as it steps up recruitment.