Two former RBC Wealth managers have launched a new HNW wealth adviser called Six Degrees.

Read more ...

Financial wellbeing and retirement advice specialist Wealth at Work has launched a Corporate ISA aimed at employees who want to save tax efficiently.

Read more ...

Cooper Parry Wealth (CPW) has acquired Luton-based Chartered Financial Planning firm Chamberlyns in its latest deal.

Read more ...

Chartered Financial Planner Lumin Wealth has acquired B W Financial Consultants Ltd, a Financial Planning firm based in Penn, Buckinghamshire for an undisclosed amount.

Read more ...

Odey Asset Management - including subsidiaries Brook Asset Management and Odey Wealth - is to close down following sex scandal accusations that engulfed its owner Crispin Odey earlier this year.

Read more ...

The Personal Finance Society has refuted as “simply incorrect” claims that £10m is ‘missing’ from its funds.

Read more ...

Wealth manager and Financial Planner Evelyn Partners has reported a 6.9% year on year rise in Assets Under Management and Advice (AuMA) to £55.6bn for its Q3 (Q3 2022: £52bn).

Read more ...

Tuesday, 31 October 2023
Articles

Wealth and investment manager Brooks Macdonald is to cut 55 jobs - about 10% of its workforce - as part of cost-cutting measures announced today.

Read more ...

The Personal Finance Society (PFS), the 40,000-member professional body for Chartered Financial Planners, is holding its one-day 2023 National Conference at the new International Convention Centre near Newport, Wales on Thursday (2 November).

Read more ...

The Financial Conduct Authority confirmed in a policy statement today that Long Term Asset Funds (LTAFs) will be covered by the Financial Services Compensation Scheme.

Read more ...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/