Financial advisers are increasingly dissatisfied with the service they receive from platforms despite placing more business with them.
Read more ...Adviser satisfaction with platforms is falling – report
- Thursday, 21 February 2019
- Articles
Quilter acquires national Financial Planning business
- Thursday, 21 February 2019
- Articles
Quilter has today announced the acquisition of national Financial Planning business Charles Derby.
Read more ...Financial Planner firm ties up 33rd acquisition
- Wednesday, 20 February 2019
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National Financial Planning and wealth management group Perspective Financial has today announced the acquisition of North West-based IFA practice, Investment Principles Ltd.
Read more ...Firm launches pay-as-you-go digital life insurance
- Wednesday, 20 February 2019
- Articles
Tech start-up firm DeadHappy has launched what it calls the UK’s first fully digital pay-as-you-go life insurance.
Read more ...TPR grants first new-style master trust authorisation
- Wednesday, 20 February 2019
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The Pensions Regulator (TPR) has authorised the first master trust as part of new laws to implement tougher standards in the market.
Read more ...Wealth management firm expands with Edinburgh hire
- Wednesday, 20 February 2019
- Articles
Preston-based Ludlow Wealth Management Group is growing its presence in Edinburgh with a new hire.
Read more ...Tilney partners with symphony orchestra in dementia support
- Wednesday, 20 February 2019
- Articles
Tilney has partnered with Bournemouth Symphony Orchestra (BSO) to support its award-winning work with people living with dementia.
Read more ...New Schroders-Lloyds Financial Planning firm to launch in June
- Wednesday, 20 February 2019
- Articles
Schroders and Lloyds Banking Group have confirmed their new joint venture Financial Planning business will be called Schroders Personal Wealth and will launch in June, subject to regulatory approval.
Read more ...Sainsbury’s Bank joins ABI associate membership
- Tuesday, 19 February 2019
- Articles
Sainsbury’s Bank has joined the Association of British Insurers (ABI) as an associate member.
Read more ...SJP partner named ’Best Financial Planner’ at awards
- Tuesday, 19 February 2019
- Articles
Carla Brown has been named ‘Best Financial Planner’ at the latest EIS Awards.
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