Wealth management firm AFH says it has a ‘strong pipeline of acquisition opportunities’, days after it sealed a deal for its seventh and eighth takeovers this year.
Read more ...CISI offers wealth managers ‘Financial Planning experience’
- Wednesday, 17 May 2017
- Articles
The CISI is trying to entice more wealth managers to attend the annual Financial Planning conference in September by widening the appeal of the content.
Read more ...APFA boss: WMA merger better for advisers in many ways
- Wednesday, 17 May 2017
- Articles
After plans were revealed last week for the WMA and APFA to merge into a new body, APFA director general Chris Hannant tells FP Today readers more about what it entails, the benefits for advisers, and what it means for members' fees. Read on for Mr Hannant's article below.
Read more ...Members of adviser body APFA vote for WMA merger
- Monday, 08 May 2017
- Articles
Members of adviser body APFA have voted to approved a merger with the Wealth Management Association.
Read more ...Financial Planning business wrapped up after takeover
- Monday, 08 May 2017
- Articles
A Financial Planning business is being wrapped up this week as it is merged into its new parent firm following a takeover.
Read more ...SJP reports big increase in gross inflows
- Tuesday, 25 April 2017
- Articles
Wealth manager St. James's Place has today reported a surge in gross inflows of funds under management for the three months ending on 31 March.
Read more ...Failed Financial Planning firm named today by FSCS
- Thursday, 20 April 2017
- Articles
A business described as a Financial Planning firm is among a list of 19 failed firms revealed today.
Read more ...Wealth managers' profitability and revenue revealed
- Wednesday, 01 February 2017
- Articles
A new report has drilled down into the profitability and revenue streams of wealth managers.
Read more ...Ex-FCA director joins wealth management firm
- Friday, 27 January 2017
- Articles
An ex-FCA director, whose career includes spells Prudential and Fidelity, has been recruited by a wealth management firm.
Read more ...Chartered planners acquire 1500 clients via estate planning firm
- Monday, 05 December 2016
- Articles
A Chartered Financial Planning group has bought a wealth firm specialising in estate planning with 1,500 clients.
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