Schroders intends to use its new Financial Planning business to launch a price war against rivals like St James’s Place and Brewin Dolphin.
Read more ...Schroders plots Financial Planning ‘price war’ against SJP
- Wednesday, 18 September 2019
- Articles

Scottish Widows makes new directorial appointment
- Wednesday, 18 September 2019
- Articles

Scottish Widows has appointed Graeme Bold as director of Workplace Pensions.
Read more ...PIMFA fears over MiFID II costs and charges
- Wednesday, 18 September 2019
- Articles

Trade association PIMFA, which represents 1,000 investment managers and financial advisers, has expressed concern over what it called the “complexity” of MiFID II costs and charges.
Read more ...AFH buys Northern IFA firm for £3.2m to extend footprint
- Wednesday, 18 September 2019
- Articles

AFH Financial Group, the wealth manager founded by a Chartered Financial Planner, has acquired Wirral-based Broadleaf Financial Services for a maximum of £3.2 million, subject to performance targets being met during a two year earn out period.
Read more ...PFS appoints Adam Owen as new President
- Wednesday, 18 September 2019
- Articles

Adam Owen DipPFS, Certs CII (MP & ER) has been confirmed as President of the Personal Finance Society (PFS).
Read more ...Eatock returns as Intelliflo CEO as Purdey bows out
- Tuesday, 17 September 2019
- Articles

Intelliflo has revealed that Nick Eatock has returned as chief executive following the departure of Hamish Purdey.
Read more ...Expanding Chartered Financial Planner makes new hire
- Tuesday, 17 September 2019
- Articles

A Chartered Financial Planners has made its first major appointment as it targets growth following a management buyout.
Read more ...Openwork reports 18.3% increase in profits
- Tuesday, 17 September 2019
- Articles

Financial advice network Openwork has achieved a seventh year of profit growth, with pre-tax profits hitting a new record of £22.6m, enabling the business to pay its first ever dividend to shareholders.
Read more ...7IM launches tailored SIPP drawdown option
- Tuesday, 17 September 2019
- Articles

Seven Investment Management has added a tailored drawdown option for its SIPP which it says will allow advisers “more flexibility” when managing the quantity and frequency of a client’s drawdown payments.
Read more ...PFS reveals growth in membership in latest accounts
- Tuesday, 17 September 2019
- Articles

The Personal Finance Society (PFS) has revealed a growth in membership in its latest reports and accounts for the year ending December 2018.
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