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  • FCA sets up wealth management supervision department

    FCA website

  • Broadstone appoints private client partner

    Broadstone Private Client services

  • IFP members invited to attend ICAEW wealth management event

    ICAEW website

  • Sanlam Private Wealth acquires two Financial Planning firms

    Sanlam Private Wealth website

  • Personal Touch launches new wealth management panels

    Personal Touch new wealth panel

  • Real life case study: Jonathan Orchard of Old Mill Group

    Jonathan Orchard

  • FCA appoints head of wealth management

    FCA website

  • Brooks Macdonald announces tie up with advisers Prosperity

    Brooks Macdonald website

  • Extra month of bills for over 55s due to cost of living

    Clive Bolton, Aviva's managing director of at retirement

  • Satisfaction levels fall among wealth management clients

    MDRC logo

  • 255% increase in advisers helps True Potential add £1bn in assets

    Neil Johnson, senior partner at True Potential

  • Ludlow aims to double funds under management to £1bn

    Ludlow's website

  • Brooks Macdonald reports 16% rise in profits

    Chris Macdonald, chief executive, pictured left

  • Financial Planning team to double after wealth management merger

  • Brewin Dolphin's half year profits rise by 25%

    Brewin Dolphin's website

  • Shake up of senior management at wealth advisory firm

    Towry's website

  • New on-platform portfolio management for HNW clients

    Succession's chief executive Simon Chamberlain

  • More than potential – finance tech firm reports 104% profit rise

    Neil Johnson, senior partner at True Potential

  • New Masters Degree in wealth management launched

    Loughborough University's School of Business and Economics website

  • Wealth manager goes from bedroom to £385m of assets

    Colin Lawson, founder and managing partner of Equilibrium

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