A Google manager has joined robo-advice firm MoneyFarm as it steps up plans to enable clients to use their mobile devices to manage all aspects of their investments.
Octopus Investments has appointed a new strategic partnerships manager to support the company’s growing activity in the wealth management market.
Towry has hired a new investment director from Brewin Dolphin to bolster its London team.
Rathbone Brothers is expanding its wealth management operations with the acquisition of the remaining shares in Vision Financial it did not already own.
French Duncan, the Scottish progressive accountancy practice, has rebranded its wealth management arm from French Duncan Financial Services Ltd to French Duncan Wealth Management.
Aberdeen has quickly followed up its acquisition of Parmenion by announcing it is to take 100% ownership of a specialist investment manager.
An academy that trains people who want to start their own Financial Planning practice but who have no experience in the sector is hoping to lure aspiring planners.
Wealth management firm St James’s Place has incurred an FSCS levy of £20m – nearly triple that of last year.
Bellpenny has announced another takeover deal this morning, with the acquisition of London-based IFA Cranfield Financial Services.
A Buckingham based wealth management firm is set to be taken over by Mattioli Woods in a deal worth £7m.
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