Wealth manager and Financial Planner Quilter is donating £25,000 to the DEC Pakistan Floods Appeal.
Read more ...Transact launches training academy to boost service
- Tuesday, 13 September 2022
- Articles
Adviser platform Transact has launched a training academy for new staff as it aims to restore its service levels to previous standards.
Read more ...Financial Planning events postponed as nation mourns
- Tuesday, 13 September 2022
- Articles
Several events for the Financial Planning community have been postponed as the nation mourns the death of Queen Elizabeth II.
Read more ...Mattioli Woods reports 73% jump in revenue
- Tuesday, 13 September 2022
- Articles
SIPP provider and wealth manager Mattioli Woods has reported a near 73% rise in revenue for the year ended 31 May.
Read more ...FCA to seek £306m penalty from Link over Woodford
- Tuesday, 13 September 2022
- Articles
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.
Read more ...Old Mill begins recruitment and promotion drive
- Monday, 12 September 2022
- Articles
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.
Read more ...FCA postpones annual public meeting to observe mourning
- Monday, 12 September 2022
- Articles
The Financial Conduct Authority has postponed its Annual Public Meeting as it observes a period of official mourning following the death of the Queen.
Read more ...Marking the Queen’s funeral
- 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.
Read more ...Evelyn adds tech specialist to board in digital push
- Monday, 12 September 2022
- Articles
Financial Planning and wealth management firm Evelyn Partners has added technology specialist Kjersti Wiklund to its board as part of its digital innovation drive.
Read more ...Fairstone enters Irish market with major acquisition
- Monday, 12 September 2022
- Articles
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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