Three directors of Financial Planning and wealth management group AFH have resigned today as the £232m sale of the business went through.
Read more ...Digital IFA disruptor raises £2m+ to close UK advice gap
- Friday, 18 June 2021
- Articles
Digital IFA disruptor Fintuity has raised £2.15m of private and institutional investment to develop solutions to extend financial advice and attempt to close the UK’s growing financial advice gap.
Read more ...JP Morgan buys Nutmeg
- Thursday, 17 June 2021
- Articles
JP Morgan Chase has acquired loss-making digital wealth manager Nutmeg as it looks to expand its retail digital wealth management offering.
Read more ...IWP acquires Surrey-based Financial Planning firm
- Thursday, 17 June 2021
- Articles
Independent Wealth Planners (IWP) has acquired Guildford-based Financial Planning firm Omnium Capital Limited.
Read more ...DB transfer scam warnings hit 5 month high
- Thursday, 17 June 2021
- Articles
The number of defined benefit pension transfers with at least one warning sign of a potential scam or poor member outcomes has hit its highest level in five months.
Read more ...2.3m UK adults own cryptocurrency says FCA
- Thursday, 17 June 2021
- Articles
Over 2.3m UK adults now own cryptocurrency, according to the latest research from the Financial Conduct Authority (FCA).
Read more ...Planners forecast IHT advice boom
- Thursday, 17 June 2021
- Articles
Financial Planners are forecasting a boom in clients seeking advice on inheritance tax, according to new research.
Read more ...Kingswood acquires Lincolnshire Chartered Planning firm
- Thursday, 17 June 2021
- Articles
Expanding wealth manager and Financial Planner Kingswood has agreed to acquire North Lincolnshire Chartered Financial Planning firm Admiral Wealth Management for a cash consideration of £4m, payable over two years.
Read more ...DFM Beaufort Investment rebrands as YOU AM
- Thursday, 17 June 2021
- Articles
Discretionary fund manager Beaufort Investment has rebranded as YOU Asset Management from today.
Read more ...Brown Shipley appoints ex-Brewin director as chair
- Wednesday, 16 June 2021
- Articles
Wealth manager and Chartered Financial Planner Brown Shipley has appointed experienced industry professional Kath Cates as chair of its board of directors.
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