Fidelity’s adviser platform FundsNetwork has appointed former M&G head of wealth proposition Sam Christopher as head of proposition, strategy and growth.
Read more ...Mattioli Woods raises £2m for acquisitions
- Thursday, 03 June 2021
- Articles
Wealth manager and SIPP firm Mattioli Woods has exercised its broker option to raise an additional £2m towards its largest planned acquisitions to date.
Read more ...AHR Private Clients appoints trio of HNW advisers
- Thursday, 03 June 2021
- Articles
Financial Planner and wealth manager AHR Private Clients (AHR) has appointed three advisers to its new private client business based in Surrey.
Read more ...New academy head for SJP
- Thursday, 03 June 2021
- Articles
St James's Place (SJP) has appointed former transition head Andy Payne as the new head of its academy to implement a "new and improved academy throughout 2021".
Read more ...Sandringham extends Benchmark Capital deal
- Wednesday, 02 June 2021
- Articles
Wealth manager and IFA Sandringham Financial Partners has extended its agreement with Benchmark Capital to use its adviser technology solutions until 2028.
Read more ...Workplace adviser secures private equity backing
- Wednesday, 02 June 2021
- Articles
Workplace advice firm Wealth at Work has secured new investment from private equity house Aquiline Capital Partners to support its rapid growth plans.
Read more ...One in eight clients suffered ‘financial damage’ from pandemic
- Wednesday, 02 June 2021
- Articles
One in eight clients have suffered financial damage as a result of the Coronavirus pandemic, according to a new nationwide financial adviser survey.
Read more ...Fintech adds former FNZ CEO
- Wednesday, 02 June 2021
- Articles
Ignition Advice UK, the fintech helping M&G Wealth launch a hybrid digital advice service, has appointed former FNZ CEO Paul McMahon to its board as a non-executive director.
Read more ...Younger Planners driving tech change
- Tuesday, 01 June 2021
- Articles
Financial Planners under the age of 45 are driving technology adoption for the profession, according to a new report.
Read more ...Homeowners turn to ‘experts’ over financial advisers
- Tuesday, 01 June 2021
- Articles
More homeowners are turning to financial influencers such as Martin Lewis for financial advice (29%) than are choosing to consult a financial adviser (22%), according to a new report.
Read more ...