A former President of the Institute of Financial Planning has joined the board of a firm bidding to become the UK’s largest independent wealth management business.
Wealth management firm AFH says it has a ‘strong pipeline of acquisition opportunities’, days after it sealed a deal for its seventh and eighth takeovers this year.
The CISI is trying to entice more wealth managers to attend the annual Financial Planning conference in September by widening the appeal of the content.
After plans were revealed last week for the WMA and APFA to merge into a new body, APFA director general Chris Hannant tells FP Today readers more about what it entails, the benefits for advisers, and what it means for members' fees. Read on for Mr Hannant's article below.
Members of adviser body APFA have voted to approved a merger with the Wealth Management Association.
A Financial Planning business is being wrapped up this week as it is merged into its new parent firm following a takeover.
Wealth manager St. James's Place has today reported a surge in gross inflows of funds under management for the three months ending on 31 March.
A business described as a Financial Planning firm is among a list of 19 failed firms revealed today.
A new report has drilled down into the profitability and revenue streams of wealth managers.
An ex-FCA director, whose career includes spells Prudential and Fidelity, has been recruited by a wealth management firm.
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