Adviser network and services provider Sesame Bankhall Group (SBG) has appointed Craig Ross in the newly created role of proposition director to lead the expansion of its wealth and protection services to Financial Planners.
Read more ...SBG appoints proposition director to develop Planner services
- Friday, 04 June 2021
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Treasury rejects pensions tax relief changes
- Thursday, 03 June 2021
- Articles
The Treasury has rejected any immediate changes to pensions tax relief, despite MP recommendations for an urgent reform.
Read more ...SLA platforms chief admits ignoring advisers
- Thursday, 03 June 2021
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The chief executive of Standard Life Aberdeen’s platforms businesses, Noel Butwell, has admitted that the firm has not listened to advisers due to being distracted by internal projects.
Read more ...FundsNetwork poaches head of proposition from M&G
- Thursday, 03 June 2021
- Articles
Fidelity’s adviser platform FundsNetwork has appointed former M&G head of wealth proposition Sam Christopher as head of proposition, strategy and growth.
Read more ...Mattioli Woods raises £2m for acquisitions
- Thursday, 03 June 2021
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Wealth manager and SIPP firm Mattioli Woods has exercised its broker option to raise an additional £2m towards its largest planned acquisitions to date.
Read more ...AHR Private Clients appoints trio of HNW advisers
- Thursday, 03 June 2021
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Financial Planner and wealth manager AHR Private Clients (AHR) has appointed three advisers to its new private client business based in Surrey.
Read more ...New academy head for SJP
- Thursday, 03 June 2021
- Articles
St James's Place (SJP) has appointed former transition head Andy Payne as the new head of its academy to implement a "new and improved academy throughout 2021".
Read more ...Sandringham extends Benchmark Capital deal
- Wednesday, 02 June 2021
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Wealth manager and IFA Sandringham Financial Partners has extended its agreement with Benchmark Capital to use its adviser technology solutions until 2028.
Read more ...Workplace adviser secures private equity backing
- Wednesday, 02 June 2021
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Workplace advice firm Wealth at Work has secured new investment from private equity house Aquiline Capital Partners to support its rapid growth plans.
Read more ...One in eight clients suffered ‘financial damage’ from pandemic
- Wednesday, 02 June 2021
- Articles
One in eight clients have suffered financial damage as a result of the Coronavirus pandemic, according to a new nationwide financial adviser survey.
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