Expanding national advice firm Foster Denovo has acquired £110m AUM Creative Financial Solutions based in Hampshire for an undisclosed sum.
Read more ...Canaccord scales up Planning ambitions with Scottish deal
- Friday, 10 November 2023
- Articles
Wealth manager Canaccord Genuity is to acquire Glasgow-based £220m AUM Financial Planner Intelligent Capital.
Read more ...Fairstone to buy £120m AUM Chartered Planner
- Friday, 10 November 2023
- Articles
North East-based national Financial Planning firm Fairstone has announced a deal to acquire £120m AUM Kings Lynn-based Chartered Financial Planning firm Allen Tomas & Co.
Read more ...2 in 3 investors would use AI for investment advice
- Friday, 10 November 2023
- Articles
Over two thirds (69%) of investors would be comfortable with AI being used in the investment advice process, according to a new report.
Read more ...Quilter adds funds to Cirilium range
- Friday, 10 November 2023
- Articles
Quilter Investors has added two funds to its Cirilium range to improve protection against potential volatility.
Read more ...Third of advisers adjust fees post Consumer Duty
- Friday, 10 November 2023
- Articles
More than a third (37%) of financial advice firms have changed their fee structure as a result of completing the FCA’s Consumer Duty fair value exercise.
Read more ...75% of firm's advisers 'refereeing' retirement arguments
- Thursday, 09 November 2023
- Articles
Three quarters (74%) of Wesleyan financial advisers have been caught in the middle of arguments between couples during retirement planning meetings.
Read more ...1 in 3 financially supporting friends and family
- Thursday, 09 November 2023
- Articles
Almost 1 in 3 (32%) of Britons have given financial assistance to family or friends over the past six months, according to a new report.
Read more ...Chartered Financial Planner launches East Anglia firm
- Thursday, 09 November 2023
- Articles
Experienced Chartered Financial Planner Rebecca Lucas has launched a Cambridge-based Financial Planning firm, Liora Wealth.
Read more ...FCA tells wealth managers to justify fees
- Thursday, 09 November 2023
- Articles
The Financial Conduct Authority has called on wealth managers to justify high fees and prove value for money in a 'Dear CEO' letter.
Read more ...