The Chartered Institute for Securities & Investment - the professional body for Certified Financial Planners - has urged the UK’s growing Financial Planning community to throw its weight behind the 2022 Financial Planning Week campaign which takes place in October.
Read more ...Progeny turns to KPMG for acquisition head
- Tuesday, 06 September 2022
- Articles
Financial Planning firm Progeny has appointed Stewart Cape as its new head of corporate development.
Read more ...Scammers posing as the FCA target authorised firms
- Tuesday, 06 September 2022
- Articles
In a new development, scammers are using fake letters and phone calls to pose as the Financial Conduct Authority (FCA) to target authorised firms and consumers.
Read more ...Skerritts makes 9th adviser firm acquisition
- Tuesday, 06 September 2022
- Articles
Private equity-backed, Brighton-based Chartered Financial Planning firm Skerritts has acquired Hampshire-based financial adviser PS Financial Advisers as it continues a strategy of acquisitions.
Read more ...Truss becomes PM with axe for NI rise likely
- Monday, 05 September 2022
- Articles
Liz Truss MP has won the race to be Conservative Party leader and, by default, the next Prime Minister.
Read more ...New wealth manager Solomon buys 34-adviser firm
- Monday, 05 September 2022
- Articles
Newly-launched wealth manager Solomon Capital Holdings has made its second major acquisition in three months with a deal to buy 34-adviser national Financial Planning firm Gale and Phillipson.
Read more ...7IM adds adventurous MPS
- Monday, 05 September 2022
- Articles
Discretionary fund manager 7IM has added an Adventurous Plus model to its Blended Model Portfolio Service (MPS) range.
Read more ...Consolidator Radiant acquires 2 Scottish Planners
- Monday, 05 September 2022
- Articles
IFA consolidator firm Radiant Financial Group has acquired GS Financial Services and AMLP Financial Planning for an undisclosed sum.
Read more ...Evelyn acquires Newcastle Chartered Planner firm
- Monday, 05 September 2022
- Articles
Wealth manager and Financial Planner Evelyn Partners has acquired Chartered Financial Planning firm Scholes & Brown.
Read more ...Paraplanners’ Big Day Out event back after 3 years
- Monday, 05 September 2022
- Articles
One of the biggest events in the Paraplanning calendar, the ‘Big Day Out’, will return next week after a three year gap due to the pandemic.
Read more ...