Acquisitive SIPP provider Curtis Banks has reported a 15% rise in its number of mid and full SIPPs to 55,000 following the acquisition of Talbot and Muir.
The Australian-owned wrap platform Praemium, used by a number of UK Financial Planners, is to sell off its UK and international operations after receiving approaches from potential buyers.
Acquisitive financial adviser group Fairstone has completed its sixth acquisition of 2021 with the purchase of West Yorkshire-based, family-run firm Utopia Financial Planning.
Quilter Financial Planning chair Chris Samuel has been appointed a non-executive director of the main company’s board with effect from 1 July.
NS&I, the government-owned savings business, is to launch a green savings bond for retail investors in the near future, it confirmed this week.
Investment firm and wealth manager Rathbone Brothers has acquired Financial Planner Saunderson House for £150m.
Adviser fintech firm intelliflo has made two senior appointments in Australia as it gears up to expand Down Under.
Three directors of Financial Planning and wealth management group AFH have resigned today as the £232m sale of the business went through.
Wealth manager Quilter has completed the rebrand of its UK investment platform to the Quilter name.
One of the founders of rapidly growing Financial Planning firm Independent Wealth Planners (IWP) is behind the takeover today of Financial Planning and investment group Tavistock for £40m.
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