Acquisitive wealth management and Financial Planning firm Fairstone has begun the acquisition process for Nottingham-based Financial Planning firm James Ryan Thornhill via its downstream buy out programme.
Read more ...Rathbones buys Planner Saunderson House for £150m
- Wednesday, 23 June 2021
- Articles
Investment firm and wealth manager Rathbone Brothers has acquired Financial Planner Saunderson House for £150m.
Read more ...Aegon set to close Property Income Fund
- Wednesday, 23 June 2021
- Articles
Aegon Asset Management plans to close its Aegon Property Income Fund and Property Income Feeder Funds due to continuing pandemic uncertainty.
Read more ...intelliflo expands Down Under with senior hires
- Wednesday, 23 June 2021
- Articles
Adviser fintech firm intelliflo has made two senior appointments in Australia as it gears up to expand Down Under.
Read more ...1 in 7 expect to increase pension contributions
- Wednesday, 23 June 2021
- Articles
The scaling back of lockdown restrictions is boosting consumer personal finance confidence with one in seven expecting to increase pension contributions in the next year.
Read more ...FCA set to partially ban unauthorised promotions
- Tuesday, 22 June 2021
- Articles
The FCA will introduce a general ban on authorised firms approving financial promotions from unauthorised firms without special permission, the Treasury announced today.
Read more ...FCA outlines climate disclosure rules
- Tuesday, 22 June 2021
- Articles
The Financial Conduct Authority (FCA) has published two consultations looking at climate-related financial disclosure rules for pension providers, asset managers and life insurers.
Read more ...A new digital era of advice – Intelliflo
- Tuesday, 22 June 2021
- Articles
Adviser technology provider intelliflo recently underwent a major rebrand. The firm’s CEO Nick Eatock talked to Financial Planning Today about the major changes and his plans and why he believes we are entering a new digital era of financial advice.
Read more ...1 in 10 over 40s considering equity release
- Tuesday, 22 June 2021
- Articles
Over a tenth (12%) of UK homeowners over 40 years old would consider releasing equity from their property to supplement their retirement income, according to a new report.
Read more ...Date set for Tavistock Wealth sale vote
- Tuesday, 22 June 2021
- Articles
Tavistock Investments’ has set a date for its General Meeting at which its shareholders will vote on the proposed sale of its multi-asset management arm, Tavistock Wealth Limited to Titan Wealth Holdings.
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