Jacqueline Wilson
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Sanlam acquires Tavistock’s financial advisor network
Sanlam UK, part of the global financial services group Sanlam Limited, has acquired the financial adviser network business of Tavistock Financial Ltd,…
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True Bearing recruits four
IFA firm True Bearing has boosted its staff with four new team members. In comes Michael Hawthorne as IFA; Peter Passi goes…
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Tilney to acquire Midas book of £162m assets
Investment and financial planning group Tilney is to acquire the assets of Midas Investment, valued at £162m. Established in 2001 and based…
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Succession acquires four businesses for £20.6m
The Succession Group has acquired four more businesses from its affiliated membership for a total price of £20.6m. The four businesses are:…
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Ben Manser awarded Hoare Nairne Scholarship
Ben Manser (above, right) of Coutts Crown Dependencies, Jersey, has been awarded the Hoare Nairne Scholarship 2017. Awarded by the Chartered Institute…
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Multi-asset funds double in popularity with advisers
A new survey suggests that advisers favour multi-asset funds in a bid to simplify fund administration. Aegon UK said that the popularity…
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The importance of being active!
We hear from VAM Funds Sales and Marketing Director David Macdonald (pictured above) on the active versus passive debate: Passive funds have…
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FOLK2FOLK launches Innovative Finance ISA
Peer-to-peer lending platform FOLK2FOLK has launched its Innovative Finance ISA (IFISA). The IFISA has been created to give investors the opportunity to…
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True Bearings exceeds £1.25m gross income for second quarter and plans expansion
One of the North’s leading IFAs, True Bearing Chartered Financial Planners, has announced a gross income exceeding £1.25m for the second quarter.…
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FCA investment platform market study
The FCA has today published the terms of reference for its Investment Platform Market study and Hargreaves Lansdown has commented. The firm’s head of…
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