Fairstone has acquired the major Southern Chartered Financial Planning group Chadney Bulgin, adding £850m in assets under management.
Read more ...FE fundinfo acquires Down Under fintech
- Wednesday, 06 October 2021
- Articles
Expanding fintech FE fundinfo, which provides fund data and tech services in the UK and worldwide, has taken over Australian firm Zenith Group in a deal which includes including Zenith Investment Partners and Chant West, a research and ratings firm.
Read more ...Openwork network hires new COO from NatWest
- Wednesday, 06 October 2021
- Articles
Openwork Partnership, one of the UK’s biggest adviser networks, has recruited Frank Meere from NatWest to be its new chief operating officer.
Read more ...Tilney Smith & Williamson targets retiring advisers
- Wednesday, 06 October 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson is targeting retiring financial advisers who want to transfer their client books to Tilney.
Read more ...Klonowski wins CFP Professional of the Year Award
- Wednesday, 06 October 2021
- Articles
Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.
Read more ...FSCS declares Nottingham-based DFM in default
- Wednesday, 06 October 2021
- Articles
The Financial Services Compensation Scheme has declared Nottingham-based DFM Clear Capital Management in default.
Read more ...PFS President Sarah Lord joins Cooper Parry
- Tuesday, 05 October 2021
- Articles
Personal Finance Society President Sarah Lord has joined Financial Planning firm Cooper Parry Wealth as its first chief growth officer.
Read more ...Digital estate planning service for Planners launches
- Tuesday, 05 October 2021
- Articles
A new cloud-based platform to help advisers with estate planning has been launched this morning.
Read more ...Transgender women win State Pension rights
- Tuesday, 05 October 2021
- Articles
Transgender women born in October and November 1953 have been told by the Department for Work and Pensions (DWP) they may be eligible for the Women’s State Pension from 31 October 2018 to the date of their 65th birthday.
Read more ...Recruitment moves higher on Planners' agendas
- Tuesday, 05 October 2021
- Articles
The number of Financial Planning firms planning to recruit in the next 12 months has nearly doubled from 32% last year to 57% this year, according to a new report.
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