Wealth manager and Financial Planner Quilter is donating £25,000 to the DEC Pakistan Floods Appeal.

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Adviser platform Transact has launched a training academy for new staff as it aims to restore its service levels to previous standards.

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Several events for the Financial Planning community have been postponed as the nation mourns the death of Queen Elizabeth II.

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SIPP provider and wealth manager Mattioli Woods has reported a near 73% rise in revenue for the year ended 31 May.

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The Financial Conduct Authority is likely to impose a financial penalty of £306m on Link Fund Solutions (LFS) for failings on its management of the failed LF Woodford Equity Income Fund.

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Financial Planning and accountancy firm Old Mill has promoted three of its wealth management team and launched a recruitment drive as part of plans to double in size in the West Country.

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The Financial Conduct Authority has postponed its Annual Public Meeting as it observes a period of official mourning following the death of the Queen.

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Monday, 12 September 2022
Articles

The next issue of Financial Planning Today magazine, due to be published this week, has been deferred to next week until after the Queen’s funeral. 

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Financial Planning and wealth management firm Evelyn Partners has added technology specialist Kjersti Wiklund to its board as part of its digital innovation drive.

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Acquisitive Financial Planning firm Fairstone has entered the Irish market with a deal to buy PAX Financial, a major player in the republic's advice market.

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