Articles
Quilter Investors has promoted Dean Bowden to managing director of the multi-asset business.
Planners' human touch will beat the advice robots - futurologist
Written by JamesTechnology and the pace of change was moving at an ever faster pace but Financial Planners and Wealth Managers who focus on the human touch would continue to be in demand for many years, one of the country's leading 'futurologists' Matthew Griffin told the PFS Annual Conference today.
PFS membership has reached 40,000 with strong growth over the past seven years, CEO Keith Richards revealed today at 'Futureproof' - the PFS's Annual Financial Planning Conference taking place at the ICC Birmingham.
XPS Pensions Group has acquired the entire issued share capital of Trigon Professional Services Limited (Trigon) from Trigon Pensions Holdings.
Fresh from the completion of its all-share merger earlier this month Premier Miton’s Premier Asset Management Group has revealed it has £6.6bn in assets under management.
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Exclusive: Serenity Financial Planning makes new acquisition
Written by JamesSerenity Financial Planning has completed its latest acquisition with the purchase of Midlands-based Blackstone Wealth Management.
Xafinity SIPP/SSAS tops 2,000 commercial properties
Written by JamesXafinity SIPP/SSAS has reached the milestone of having 2,000 commercial properties under administration for its clients.
Beaufort Financial expands network with wealth manager
Written by JamesNational adviser Beaufort Financial has unveiled Corfe Wealth Management (CWM) as its latest appointed representative.