A further 67 companies - including Financial Planning firms and major financial providers - have signed up to the Treasury’s Women in Finance Charter including St James's Place, JP Morgan, Investec Asset Management and Yorkshire Building Society.
Liberty SIPP has reported revenue up by a third and assets under management up to nearly £3bn.
Old Mutual Wealth Private Client Advisers has acquired the advisory arm of Chartered accountancy business, Saint & Co, in Carlisle.
National financial services and Financial Planning group AFH today said it would be the first financial adviser in the UK to scrap platform fees for its clients.
The Chartered Institute for Securities & Investment has revealed details of its keynote speakers due to take to the stage at this year’s 2018 CISI Financial Planning Conference on 1 – 2 October.
The Channel Island of Guernsey has claimed the launch of the world’s first regulated green fund product.
Research into the impact on retirees of the Pension Freedoms has found that over half (54%) of advised retirees now rank flexibility as a key priority.
Tributes have flooded in for popular PFS PR manager David Booth who died suddenly recently of a heart attack.
Beaufort Financial, the growing Financial Planning and wealth management business, has revealed that Alchemy Advisory Services will join the group and rebrand as Beaufort Financial (St Asaph & Chester).
Financial advisers are using social media as their main marketing tool, according to a study for adviser support company Intelliflo.