The 2023 National Conference of the Personal Finance Society's (PFS) gets under way this morning at the prestigious new International Convention Centre near Newport, Wales.
Read more ...PFS Conference: 10 ways to delight clients
- Thursday, 02 November 2023
- Articles
Business guru Matt Wilkinson opened the PFS Annual Conference in Wales today with an inspiring talk to members on how they can give clients a great customer experience.
Read more ...PFS Conference: AI could cut Paraplanner and admin jobs
- Thursday, 02 November 2023
- Articles
Artificial intelligence (AI) technology could proportionately cut the number of Paraplanners and admin staff working in the profession in future but lead to more Financial Planners being employed, the PFS Annual Conference heard today.
Read more ...PFS Conference: Nearly 1,000 battle weather to attend
- Thursday, 02 November 2023
- Articles
Nearly 1,000 attended today's Personal Finance Society (PFS) Annual Conference despite delegates having to battle stormy weather to get to the venue, the prestigious new ICC Centre near Newport, Wales.
Read more ...Scottish Financial Planner makes first acquisition
- Wednesday, 01 November 2023
- Articles
Financial Planning firm Calton Wealth Management has acquired fellow Scottish adviser firm Morrison Personalised Wealth Management (MPWM), its first acquisition.
Read more ...Ex-RBC Wealth duo open new HNW advisory firm
- Wednesday, 01 November 2023
- Articles
Two former RBC Wealth managers have launched a new HNW wealth adviser called Six Degrees.
Read more ...Wealth at Work launches Corporate ISA
- Wednesday, 01 November 2023
- Articles
Financial wellbeing and retirement advice specialist Wealth at Work has launched a Corporate ISA aimed at employees who want to save tax efficiently.
Read more ...Cooper Parry buys Chartered Planner Chamberlyns
- Wednesday, 01 November 2023
- Articles
Cooper Parry Wealth (CPW) has acquired Luton-based Chartered Financial Planning firm Chamberlyns in its latest deal.
Read more ...Lumin Wealth acquires £95m AUM Bucks Planner
- Wednesday, 01 November 2023
- Articles
Chartered Financial Planner Lumin Wealth has acquired B W Financial Consultants Ltd, a Financial Planning firm based in Penn, Buckinghamshire for an undisclosed amount.
Read more ...Odey Asset Management to wind down
- Tuesday, 31 October 2023
- Articles
Odey Asset Management - including subsidiaries Brook Asset Management and Odey Wealth - is to close down following sex scandal accusations that engulfed its owner Crispin Odey earlier this year.
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