A batch of 13 mortgage advisers have begun retraining to provide holistic Financial Planning.
The PFS is to stage a new series of dedicated Financial Planning events this summer.
A new version of FinaMetrica, the popular risk-profiling tool for Financial Planners, has been released.
St. James's Place recorded an EEV operating profit up 36% last year to more than £900m - with the firm confident of 15-20% growth this year.
Chase de Vere, the national IFA firm, has set up a partnership with The Chartered Institute of Building (CIOB), the professional body for construction managers which has 34,000 UK members.
The co-founder and former chief executive of St James Place, Mike Wilson CBE, has died today.
Aegon is shaking up its senior manager team, amid the integration of Cofunds and BlackRock’s UK Defined Contribution platform and administration business.
Transact’s parent company IntegraFin has revealed its initial public offering plans value the platform provider at just under £650m.
An IFA with 200 clients across England has sold his firm to expanding Financial Planner and wealth manager AFH Group for up to £738,000.
Surrey-based Informed Choice, a firm of Chartered Financial Planners, is warning about the risks of an emerging video technology with the potential to cheat investors.