Succession Advisory Services has added two new firms to its business, adding £100m in funds under management.
Operating income at wealth management firm Rathbones was up 12 per cent year on year for the first quarter of 2012.
High fees are lowering clients’ satisfaction with their wealth manager, according to research on client satisfaction from financial research firm MDRC.
Wealth management firm Brooks Macdonald has been named the best financial firm to work for, according to the Sunday Times 100 Best Companies To Work For survey.
IFP member Jason Butler CFPCM has written a new book as a guide to wealth management.
The next step in the creation of the Sesame Bankhall Group wealth management service has been announced with the appointment of Pan Andreas.
Succession Advisory Services is to launch a national wealth management brand called Succession Wealth Management.
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