Firm appoints Chartered planner and breaks £250m funds barrier
- Friday, 04 October 2019
- Articles
North West IFA Acumen Financial Partnership has broken through the £250m barrier for funds under its management.
Read more...Guest Column: Why clients are more tech-savvy than you think
- Friday, 04 October 2019
- Comment
I’ve just bought my dad an Echo dot for his 73rd birthday. He loves it. He’s also signed up to Netflix, stays in touch by WhatsApp and ‘likes’ everything I post on Facebook, writes Tessa Lee, MD of moneyinfo.
Read more...Guest Column: Freeing Paraplanners to grow
- Wednesday, 02 October 2019
- Comment
There are heaps of events for Paraplanners nowadays; high quality seminars, conferences and roadshows, many of which are specifically created by and for Paraplanners, writes Caroline Stuart.
Read more...Acquisitive AFH to shift focus back to organic growth
- Monday, 30 September 2019
- Articles
AFH, the rapidly growing Financial Planning-focused wealth manager, is shifting its strategy to focus more on organic growth and less on acquisitions as it prepares for challenges in the wider economy.
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