Jacqueline Wilson
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Value – the bad, the good and the exceptional
Jeremy Podger, Portfolio Manager, Fidelity Global Special Situations Fund As the growth vs value debate rumbles on and markets become increasingly polarised,…
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Tenet completes latest practice buyout
Tenet has completed its latest practice buyout, acquiring Preston-based wealth management firm Elementum. The three-adviser firm has been with Tenet’s investment network…
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Fairstone sees lift in revenue
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has seen a near 50% increase in revenue in its latest results.…
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Punter Southall Aspire acquires JDP Financial Services
Punter Southall Aspire, a leading investment, savings and workplace pensions company, has acquired JDP Financial Services, a well-established firm of independent Chartered…
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Winners of CISI Financial Planning Gala Awards 2018 revealed
The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Gala…
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KW Wealth acquires Marchant McKechnie
KW Wealth, the independent wealth management group, has acquired the East Yorkshire based independent financial advisory firm Marchant McKechnie. No terms were…
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Defaqto wins adviser voted planning tool award
Defaqto has won the Leading Independent Planning Tool Provider category at Schroders UK Platform Awards 2018. According to Schroders, this award is…
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Tilney appoints Duncan Budd as financial planner
Investment management and financial planning group Tilney has appointed Duncan Budd as a financial planner. Budd joined from DB financial, the firm…
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IFAs want more product ratings to support client interest in ESG
New research concludes that IFAs want additional ratings to support client interest in environmental, social and governance (ESG) products. The headlines from…
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