Business & Development
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Standing tall together – Ian S. Howe, Managing Director of Baigrie Davies and chair of the CISI IFP Forum Committee
“Like any merger, I believe that at the start there were cultural uncertainties as these two very different organisations came together –…
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UK wealth management sector faces seven key issues
Seven key issues face the UK’s wealth management sector in 2017 says Cantor Fitzgerald Europe (CFE). The investment bank has just started…
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IFAs ready to review their business models
Most IFAs believe that they will have to review their business models to become more efficient as a result of the introduction…
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Growing threat of people not having enough life insurance and critical illness cover
The findings from new research suggest that the majority of IFAs think that there is a growing threat of people not having…
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Bonetti appointed Head of Development at Hargreaves Lansdown
Matt Bonetti has been appointed Head of Development of Hargreaves Lansdown’s IT division. He will be responsible for all software development Bonetti…
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RGA joins Fairstone
RGA IFA has been snapped up by the Fairstone Group, the UK’s largest Chartered Financial Planning firm . The Harefield-based IFA, which offers…
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The Roberts Partnership is acquired by Brown Shipley
Manchester based financial planning and wealth investment company The Roberts Partnership has been acquired by Brown Shipley. The consideration was not disclosed.…
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Hargreaves Lansdown writes to the Treasury recommending changes
Hargreaves Lansdown has written to the Treasury ahead of the Autumn Statement, recommending reforms to the pension and ISA rules. The firm…
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Fairstone partners with DHD
Fairstone has added DHD Wealth Management to its team. This is the latest downstream buyout deal to be announced by Fairstone since…
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AFH acquires CRS
AFH has acquired the assets of CRS Financial Planning (“CRS”) for a maximum consideration of £663,670. CRS is an East Anglian based…
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