Aviva-owned wealth manager and Financial Planner Succession Group has acquired HNW-focused, London-based Chartered Financial Planner London Wall Partners LLP.
Read more ...First with profits fund added to Abrdn Wrap
- Wednesday, 05 June 2024
- Articles
Abrdn Wrap has added its first with profits fund to its platform, Wesleyan’s With Profits Growth Fund.
Read more ...Midlands Chartered Planner MPA acquires local adviser
- Wednesday, 05 June 2024
- Articles
Warwickshire-based Chartered Financial Planner MPA Financial Management has acquired local adviser firm, Worcester-based Suckling Waddington and Partners (SWP), for an undisclosed sum.
Read more ...Wealthier investors returning to equity investments
- Wednesday, 05 June 2024
- Articles
A new global study suggests wealthier investors will turn their focus back to equity investments over the next year amid signs interest rates may fall, reducing the attractiveness of cash savings.
Read more ...Quilter Financial Planning adds 4 new AR firms
- Wednesday, 05 June 2024
- Articles
Quilter Financial Planning, the restricted financial advice network of Quilter plc, has added four new appointed representative firms.
Read more ...Intellifo links with fintech to launch generative AI
- Tuesday, 04 June 2024
- Articles
Adviser fintech and back office provider Intelliflo has linked with fintech firm Aveni.ai to launch a integrate generative AI service which the two firms say could revolutionise financial advice workflow and compliance.
Read more ...British Isa could cause more harm than good
- Tuesday, 04 June 2024
- Articles
Proposals to introduce a British ISA risk causing more harm than good and damaging the successful ISA brand, according to AJ Bell.
Read more ...CII presents volunteers with awards for going 'the extra mile'
- Tuesday, 04 June 2024
- Articles
The Chartered Insurance Institute (CII) will next week host its annual Volunteer Awards, which honour volunteers who it said have gone “the extra mile.”
Read more ...Omnis launches new ETF-powered MPS
- Tuesday, 04 June 2024
- Articles
Omnis Investments, adviser network Openwork’s £11bn specialist asset management company, has launched a new managed portfolio service (MPS) known as Omnis Agility.
Read more ...75% of advisers rethink retirement following FCA review
- Tuesday, 04 June 2024
- Articles
Three quarters (75%) of financial advisers are reviewing their retirement approach following the FCA’s thematic review of retirement income advice.
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