A new global study on the banking behaviour of people born between 1981 and 1996 has revealed that millennials were snubbing wealth managers in favour of fintech.
Read more ...Millennials snub wealth managers in favour of fintech - study
- Thursday, 12 September 2019
- Articles

Tilney confirms merger talks with Smith & Williamson
- Monday, 19 August 2019
- Articles

Financial Planner Tilney is in talks with wealth manager Smith & Williamson over a potential merger, it can be revealed.
Read more ...Octopus acquires fintech start-up Seccl in £10m deal
- Thursday, 15 August 2019
- Articles

London-based financial services firm Octopus Group has agreed a deal to acquire Seccl Technology Limited as it sets out to “disrupt the platform technology market that underpins retail financial services”.
Read more ...Brown Shipley adds 2 senior investment hires
- Wednesday, 07 August 2019
- Articles

Wealth manager and Financial Planner Brown Shipley has made two new senior hires.
Read more ...Chartered Financial Planner's 5 tips for pension savers
- Tuesday, 06 August 2019
- Articles

A senior Chartered Financial Planner at wealth manager Sanlam has revealed a list of five ways to make the most of retirement savings.
Read more ...Financial Planner unveils £1.8m triple acquisition
- Wednesday, 31 July 2019
- Articles

Financial Planning firm Harwood Wealth Management Group has revealed three new acquisitions.
Read more ...Bank’s Financial Planning arm boosts profits 24%
- Thursday, 18 July 2019
- Articles

Arbuthnot Latham, the wealth management and Financial Planning arm of the Arbuthnot Banking Group, has boosted profits by 24%.
Read more ...Financial Planner sponsors Ronan Keating event in Cambs
- Monday, 01 July 2019
- Articles

A Cambridgeshire-based Financial Planning firm is to sponsor an event headlined by Ronan Keating.
Read more ...Wealth manager expands with hire from Scottish Widows
- Tuesday, 11 June 2019
- Articles

Wealth manager Charles Stanley has expanded its distribution team with a new hire from Scottish Widows.
Read more ...Clifton Asset Management makes wealth manager acquisition
- Monday, 10 June 2019
- Articles

Clifton Asset Management has acquired Plan For Life Wealth Management, the first in a series of “targeted acquisitions”.
Read more ...