Business & Development
-
Rosemount appoints Hereford Wealth and Financial Planning
Rosemount Financial Solutions (IFA), the independent mortgage, protection and financial planning network, has appointed Hereford Wealth and Financial Planning. Hereford Wealth and…
-
Chase de Vere delivers strong performance, with increased client satisfaction
Chase de Vere, the national firm of Independent Financial Advisers, has produced its Annual Report & Financial Statements for the year ending…
-
Sarasin & Partners appoints Christopher Cade as Partner
Sarasin & Partners, the global thematic investment manager which invests £19.2 billion on behalf of charities, private clients, intermediaries and institutions, has…
-
MainStreet Partners Launches SDR Solution
MainStreet Partners, the London-based independent ESG Advisory and Portfolio Analytics firm, has today launched an SDR market solution to support the under-served…
-
Formation of New Industry Action Group to Reform the LoA Process
The Pension Lab, a pensions technology specialist, is announcing the formation of the Fix LoA Action Group (FLAG), a new industry action…
-
Schroders UK Financial Adviser Pulse Survey 2024
The 2024 Schroders UK Financial Adviser Pulse Survey published today found that market optimism is now at its highest level since 2021,…
-
The Chartered Insurance Institute (CII) announces two new board members
The Chartered Insurance Institute (CII) has announced the appointment of two new Board members; Dr Desmond Bermingham, Chair of the Education &…
-
Fund manager departures: Fundhouse’ latest fund research shines a light on why it’s ‘the same story every time’
As Wealth DFM readers would expect, Fundhouse’ the independent fund research team, spends a great deal of time assessing funds. But one…
-
Invesco to bring together UK & European equities teams
Invesco has reported today that it plans to enhance its investment capabilities across people and product by announcing that the UK Equities…
-
M&G Wealth appoints Lisa Worley as Chief Marketing Officer
M&G Wealth has announced today that it has appointed Lisa Worley as Chief Marketing Officer. With over two decades of strategic and…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
