Old Mutual Wealth Private Client Advisers has acquired Dodd Murray, a Cumbria-based Financial Planning business for an undisclosed sum.
Read more ...Old Mutual Wealth buys Cumbria Financial Planning firm
- Friday, 01 September 2017
- Articles
Financial services bosses are voted UK’s best
- Friday, 01 September 2017
- Articles
UK employees have voted financial services managers the UK’s best, according to a new survey.
Read more ...Rathbones and Smith&Williamson end merger talks
- Friday, 01 September 2017
- Articles
Rathbones board has ended its exclusive merger discussions with wealth manager Smith & Williamson.
Read more ...Curtis Banks mulls axing Leicestershire office
- Friday, 01 September 2017
- Articles
Fast growing Sipp and SSAS provider Curtis Banks is considering axing its Market Harborough office, making a number of roles potentially redundant.
Read more ...Walker Crips reveals new chief executive in reshuffle
- Friday, 01 September 2017
- Articles
Investment and wealth management firm Walker Crips has announced the appointment of a new chief executive as part of a change of senior management.
Read more ...Chartered Financial Planning firm to host charity golf day
- Friday, 01 September 2017
- Articles
Chartered Financial Planning firm Manse Capital - also a CISI Accredited Firm - is to host its first Charity Golf Day next month in aid of Yorkshire Air Ambulance and the Jane Tomlinson Appeal.
Read more ...Number of retirees opting for Drawdown trebles
- Friday, 01 September 2017
- Articles
The number of retirees opting for income drawdown has more than trebled since the introduction of pension freedoms, new figures show.
Read more ...James Hay's wealth arm bucks poor parent results
- Thursday, 31 August 2017
- Articles
SIPP and platform provider James Hay has seen revenues drop by £1.4m, in disappointing results for the first half of the year.
Read more ...82% of advisers have adopted CIPs
- Thursday, 31 August 2017
- Articles
A new survey has revealed the rapid growth of Centralised Investment Processes (CIPs) with 82% of intermediaries now using a CIP and 76% using model portfolios.
Read more ...Parmenion adds to growing sales team in the North East
- Thursday, 31 August 2017
- Articles
Platform provider Parmenion has bolstered its growing sales department in the North East, with the appointment of a new sales manager.
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