Bristol-based Clifton Asset Management has acquired Gloucestershire-based financial adviser Noble James Associates for an undisclosed sum.
Read more ...Women working nearly 4 years longer than mid-1990s
- Friday, 09 September 2022
- Articles
Women are, on average, working for nearly four additional years before exiting the labour market compared to the counterparts in the mid-nineties, new statistics from the ONS revealed this week.
Read more ...PFS reveals Financial Planning Festival 2022 details
- Friday, 09 September 2022
- Articles
The Personal Finance Society, the professional body for Chartered Financial Planners, has revealed more details of the programme for its upcoming PFS Festival of Financial Planning, one of the UK's biggest Financial Planning events.
Read more ...CashCalc and Wealthcraft launch integration tie-up
- Friday, 09 September 2022
- Articles
Cashflow modelling software provider CashCalc and the new Morningstar-owned platform Wealthcraft, formerly Premium, have launched two way integration via an API to improve connectivity and save Financial Planners time.
Read more ...Financial Planning profession pays tribute to The Queen
- Friday, 09 September 2022
- Articles
The Financial Planning profession has paid tribute to The Queen who died yesterday at 96 at her summer home in Balmoral, Scotland.
Read more ...FSCS probes BSPS adviser which used 38 trading names
- Thursday, 08 September 2022
- Articles
Pension transfer adviser Better Retirement Group Ltd, a firm which has used nearly 40 trading names, has today been placed under investigation by the Financial Services Compensation Scheme.
Read more ...Evelyn Partners hires Planner for East Midlands expansion
- Thursday, 08 September 2022
- Articles
Wealth manager and Financial Planner Evelyn Partners has hired Sam Whatsize as a Financial Planner to spur the firm’s continued expansion in the East Midlands.
Read more ...Half of 18-34-year-olds cutting back on saving
- Thursday, 08 September 2022
- Articles
The cost of living crisis has resulted in half of 18–34 year olds reducing or halting regular savings, according to a new survey.
Read more ...Parmenion to acquire Planner’s £1.9bn MPS firm
- Wednesday, 07 September 2022
- Articles
Adviser platform Parmenion is to acquire Chartered Planner-run investment firm EBI Portfolios for an undisclosed sum.
Read more ...FSCS declares 2 advice firms have failed
- Wednesday, 07 September 2022
- Articles
Two advice firms have been declared failed by the Financial Services Compensation Scheme this week, including a Financial Planning firm which has 25 pension transfer claims against it, including BSPS cases.
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