Business & Development
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Trade body merger takes a step closer
The merger of The Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) took a step closer yesterday. At…
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Succession makes senior appointments
Succession has announced a number of key senior management appointments. James Stevenson has been appointed Managing Director of Succession Group; Sanjay Shah…
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Podcast special: Ruth Sturkey on the business of financial planning – the latest podcast from NextGen Planners
In the May edition of IFA Magazine, we talked to Adam Carolan, co-founder of NextGen Planners about the development of this exciting…
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Advisers hit by cyber attacks
Advisers have been hit by cyber attacks. This is the conclusion of new research from Intelliflo, a company which provides information technology…
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CISI appoints Stockdale as Global Director of Learning
The Chartered Institute for Securities & Investment (CISI) has appointed James Stockdale as Global Director of Learning. He talks about his new…
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Equilibrium does its bit for National Financial Planning Week
We are halfway through the National Financial Planning Week, which runs until Friday, and Equilibrium Asset Management has pledged its support. The…
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Fairstone fully acquires DHD Wealth Management as deal completes early
Chartered financial planning group Fairstone has fully acquired DHD Wealth Management (DHD) as part of its downstream buy-out (DBO) programme. DHD, based…
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Sanlam adds to wealth division
Sanlam UK has made a number of senior appointments within its wealth division. Charlie Parker, Paula Eddery and Katrina Usher are the…
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Succession acquires two firms for £4m
Succession Group has acquired two more firms from its affiliated members, Paul Jones Financial Services and Equity Invest, for a total consideration…
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Chase de Vere teams up with Inspire
National IFA firm Chase de Vere has teamed up with Inspire, the trading name of the Wessex Chamber of Commerce, which helps…
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