Business and Development
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Towry Appoints CFO
Towry has appointed a new Chief Financial Officer. Wadham Downing joins the financial planning and wealth management firm on Monday. Downing will…
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Majority Of IFAs apprehensive about future changes in their own workplace
Most IFAs are apprehensive about future changes in their own workplace with business planning, performance management, technology and a diverse workforce the…
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IFAs Expect More Couples and Families To Seek Joint Advice
A new report concludes that IFAs expect more couples and families to seek joint advice on retirement planning as a result of…
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Auto-Enrolment Consultancy Created By Sandringham
Sandringham Financial Partners has launched an auto-enrolment (AE) consultancy. It has been created to support partners working to deliver auto-enrolment solutions for…
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Biggest Challenge When Managing Risk
According to a new survey, client education is the biggest challenge when managing risk. This was the conclusion of advisers who attended…
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Weisser Becomes Euro MD At MFS
Global asset manager MFS Investment Management has appointed Matthew Weisser as managing director for Europe. He will be responsible for managing and…
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Top Accolade for Wealth Manager At Industry Awards
The boss of one of London’s best known independent boutique wealth management firms has won a top industry prize. CEO Lee Robertson…
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Newell Palmer Acquires Adams Russell
Newell-Palmer continues on the acquisition trail, completing its 37th deal and the fourth of 2015. Newcastle-Under-Lyme based Adams Russell has been acquired…
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New Chairman for CS Healthcare
The mutual friendly society CS Healthcare has appointed a new Chairman. Andrew Johnston gets the top spot, taking over from former Permanent…
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Welcome to the age of Paraplanning
Since the introduction of the pension freedoms in April, the role of Paraplanners has dramatically changed and there is huge demand for…

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