A new managing director has been appointed at private wealth firm Nedbank after an “extensive search.”
The adviser-owned Nucleus platform is set for a £100m stock market float, according to reports from Sky News.
Edinburgh-based investment platform Nucleus Financial has confirmed plans to float on the stock market this month with a potential valuation of up to £150m.
Savers could be in line for a pension pot boost of as much as 30% this year with further rises on the way, new analysis by Aviva has shown.
Rapidly-growing Financial Planning business AFH has amassed a £24m war chest to finance further acquisitions.
A client who suffered a devastating car accident shows how DB transfers can change lives for the better, a Chartered Financial Planner says.
Cashflow modelling is the “only authentic way” to assess a client’s risk.
Schroders has reported a 36% increase in wealth management profit before tax.
Four out of ten law firms are failing to form partnerships with financial advisers including Financial Planners – despite lacking know-how to deal with a flood of retirement-related client enquiries.
Firms must inform consumers how much they could gain from shopping around and switching provider before they buy an annuity, under new rules which take effect today.
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