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Brooks Macdonald announces tie up with advisers Prosperity
- Monday, 20 January 2014
- Articles
An investment firm has teamed up with an advisory business to offer a portfolio of products – including Sipps and SSAS.
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FCA appoints head of wealth management
- Monday, 06 January 2014
- Articles
The FCA has appointed a new head of wealth management and private banking.
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Personal Touch launches new wealth management panels
- Thursday, 21 November 2013
- Articles
Personal Touch Financial Services has detailed its new restricted advice wealth management service including the platforms, providers and panels it has selected to support its new consumer-led proposition.
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Sanlam Private Wealth acquires two Financial Planning firms
- Monday, 12 August 2013
- Articles
Sanlam Private Wealth has acquired the client bank of two Financial Planning businesses.
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IFP members invited to attend ICAEW wealth management event
- Thursday, 25 July 2013
- Articles
Institute of Financial Planning members are invited to this year's Institute of Chartered Accountants in England and Wales conference.
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Broadstone appoints private client partner
- Wednesday, 24 July 2013
- Articles
Mike Batchelor has been appointed as private client partner at Broadstone to help with the firm's top-end client proposition.
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FCA sets up wealth management supervision department
- Monday, 15 July 2013
- Articles
The Financial Conduct Authority has today set up a dedicated wealth management and private banking department.
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FCA sets up wealth management and private banking department
- Thursday, 04 July 2013
- Articles
The Financial Conduct Authority is in the final stages of setting up a dedicated wealth management and private banking department.
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UK rated a top 3 hub for private banking and wealth management
- Thursday, 27 June 2013
- Articles
London has been ranked in the top three for private banking and wealth management success, according to PricewaterhouseCoopers.
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Financial Planners attend global MDRT conference
- Monday, 10 June 2013
- Articles
Many Financial Planners are meeting this week at the Million Dollar Round Table annual conference in Philadephia.
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