Wealth manager Brewin Dolphin has hired New Zealander Grant Parkinson as chief operating officer from private bank and wealth manager Coutts.
An ex-Facebook employee’s risk profile tool with a ‘Financial Planning edge’ has been re-launched.
James Hay is fighting an HMRC charge of nearly £2million in connection with a probe into a non-standard investment.
Former Institute of Financial Planning president Julie Lord will field questions from the public today about Financial Planning as part of a campaign to raise consumer awareness.
Chartered Financial Planning group Fairstone Group has revealed another takeover this afternoon.
The Wealth Management Association and The Association of Professional Financial Advisers have struck a deal to merge.
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.
A Financial Planning firm is using the case of the Duke of Edinburgh to highlight the importance of retirement planning.
Parmenion has announced that its Sipp has broken through £1bn assets under management barrier as it marks its 10 year anniversary.