Wealth manager Brewin Dolphin has reported a 28.9% rise in Financial Planning income in its latest trading update.
Read more ...AHR Private Clients boosts staff numbers
- Monday, 26 July 2021
- Articles

Newly-launched Financial Planner and wealth manager AHR Private Clients has added three more wealth directors as its recruitment spree continues.
Read more ...2 new recruits joins Planner wellbeing initiative
- Friday, 23 July 2021
- Articles

The Initiative for Financial Wellbeing, a non-profit membership organisation set up by Financial Planning firm entrepreneur Chris Budd, has been joined by two new recruits.
Read more ...Ex-Quilter rep banned by FCA after conviction
- Friday, 23 July 2021
- Articles

The FCA has banned former Quilter appointed rep David Nicholas King indefinitely after he was convicted of a number of theft offences.
Read more ...CashCalc launches iOS and Android app for advisers
- Friday, 23 July 2021
- Articles

Financial Planning software firm CashCalc, recently sold to FE fundinfo, has unveiled an app for iOS and Android which can be used by financial advisers and their clients to improve communication.
Read more ...Third of over 40s plan to work past SPA
- Friday, 23 July 2021
- Articles

A third (31%) of UK homeowners over 40 who are not yet retired plan to work beyond their normal State Pension age, according to a new report.
Read more ...FCA brings money laundering charges against Simon Day
- Thursday, 22 July 2021
- Articles

The Financial Conduct Authority (FCA) has charged Simon Day (date of birth 17 March 1973) with one offence of money laundering, contrary to Section 327(1) of the Proceeds of Crime Act.
Read more ...Davy sells wealth management business for £382m
- Thursday, 22 July 2021
- Articles

Ireland and UK wealth manager Davy has agreed to sell its wealth management and capital markets businesses to Bank of Ireland in a 440m Euro (£382m) deal.
Read more ...ASI launches climate fund range
- Thursday, 22 July 2021
- Articles

Aberdeen Standard Investments (ASI) has launched a range of climate funds aimed at supporting the shift towards net zero global emissions.
Read more ...15% growth in advised customers for AJ Bell
- Thursday, 22 July 2021
- Articles

Investment platform AJ Bell has reported a 15% rise in advised customers year on year, and 4% over the third quarter, in its latest trading update.
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