French Duncan, the Scottish progressive accountancy practice, has rebranded its wealth management arm from French Duncan Financial Services Ltd to French Duncan Wealth Management.
Aberdeen has quickly followed up its acquisition of Parmenion by announcing it is to take 100% ownership of a specialist investment manager.
An academy that trains people who want to start their own Financial Planning practice but who have no experience in the sector is hoping to lure aspiring planners.
Wealth management firm St James’s Place has incurred an FSCS levy of £20m – nearly triple that of last year.
Bellpenny has announced another takeover deal this morning, with the acquisition of London-based IFA Cranfield Financial Services.
A Buckingham based wealth management firm is set to be taken over by Mattioli Woods in a deal worth £7m.
Two Paraplanners have been added to the team of a wealth management firm.
Architas has hired a new senior investment manager to co-manage the £770m Architas Multi-Asset Active range.
Consumers consider long term care as more important than providing an inheritance, a survey on wealth management found.
Wealth manager Towry's pre-tax profits fell last year from nearly £10m to just over £4m.
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