Articles
Tilney and Smith & Williamson confirm £45bn merger
Written by JamesFinancial Planning and wealth management firms Smith & Williamson and Tilney have agreed to combine the two firms.
A mountain of claims against it has forced Berkeley Burke SIPP Administration Limited (BBSAL) to go into administration, with the book of business transferred to Hartley Pensions Limited.
Octopus Investments, part of Octopus Group and provider of venture capital trusts (VCTs) has opened a new fundraise for Octopus Titan VCT, managed by Octopus Ventures.
Kames Capital launches ‘Corbyn-proof’ portfolio tips
Written by JamesKames Capital has published a number of strategies aimed at protecting portfolios from the possibility of a Jeremy Corbyn-led government.
The Consumer Prices Index measure of inflation fell to 1.7% in August to 1.7%.
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Schroders plots Financial Planning ‘price war’ against SJP
Written by JamesSchroders intends to use its new Financial Planning business to launch a price war against rivals like St James’s Place and Brewin Dolphin.
Scottish Widows makes new directorial appointment
Written by JamesScottish Widows has appointed Graeme Bold as director of Workplace Pensions.
Trade association PIMFA, which represents 1,000 investment managers and financial advisers, has expressed concern over what it called the “complexity” of MiFID II costs and charges.
AFH Financial Group, the wealth manager founded by a Chartered Financial Planner, has acquired Wirral-based Broadleaf Financial Services for a maximum of £3.2 million, subject to performance targets being met during a two year earn out period.