Half of all investors are in the dark about the fees charged by their wealth managers, leading to an accusation that firms are abusing the trust of investors.
Read more ...Expanding Scots wealth advisers move to bigger office
- Tuesday, 26 June 2018
- Articles
Glasgow-based wealth advisory firm Murphy Wealth plans to move to a new 3,000 sq ft location in the city.
Read more ...Schroders hires former Tilney CEO to head wealth management
- Tuesday, 26 June 2018
- Articles
Schroders has appointed a former CEO of Tilney as its new global head of wealth management.
Read more ...HNW investors snub robo-advice in favour of human advisers
- Tuesday, 19 June 2018
- Articles
New research has shown that robo-advisers suffer a lack of trust when compared to their human counterparts with 89% of investors saying they would avoid them.
Read more ...Charles Stanley to expand Financial Planning despite losses
- Wednesday, 13 June 2018
- Articles
Wealth manager Charles Stanley is set to expand its growing Financial Planning division despite the operation racking up losses of £2.7m in the past year.
Read more ...AFH buys Yorkshire IFA firm for £2.9m
- Monday, 11 June 2018
- Articles
AFH has acquired York-based IFA and wealth management firm Corville for £2.9m.
Read more ...Wealth management firm makes new appointment in Jersey
- Friday, 08 June 2018
- Articles
Wealth management company Brewin Dolphin has appointed a new investment manager to its Jersey team.
Read more ...Financial Planning firm marks Great War service
- Friday, 08 June 2018
- Articles
Financial Planning, wealth management and accountancy firm MHA Carpenter Box recently presented the Borough of Worthing with a specially commissioned Royal Sussex Regiment flag to help to commemorate the centenary of the end of the First World War and the Battle of Boar’s Head.
Read more ...Mattioli Woods stops providing DB transfer advice
- Monday, 04 June 2018
- Articles
Mattioli Woods is to cease providing pension transfer advice to individuals with safeguarded benefits and is now undertaking a full review.
Read more ...Chartered Financial Planner staff ride the storm for charity
- Wednesday, 30 May 2018
- Articles
A Chartered Financial Planner’s employees joined with hundreds of others to help raise over £1m to fight cancer by taking part in a gruelling cycle ride.
Read more ...