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Today’s News
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Interest Rate Decision – Industry comment
Gwilym Lloyd Jones, Wealth Planner at financial firm Sanlam UK: “With post Brexit fears of a recession and…
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Merseyside’s Second Largest IFA Firm Created After Deal
Gee and Watson has acquired McEwan Wallace Wealth Management, creating the second largest IFA firm in Merseyside. No…
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Harvard Acquired by Ascot Lloyd
Dorset-based Harvard Financial Management has been acquired by Ascot Lloyd, the national IFA firm which specialises in financial…
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Robots Unlikely To Come To The Rescue
So-called robo-advice is not a credible means of tackling the UK’s advice gap say IFAs. This is the…
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Tilney Bestinvest Completes Towry Deal
Tilney Bestinvest has completed its acquisition of Towry, creating one of the UK’s leading wealth management groups with…
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David Cowell: Investment Overview etc
Each quarter I pen a newsletter to clients entitled Investment Overview and the July edition is now being sent.…
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Record Fund Flows for SJP
St James Place has notched up record fund flows for the six months to 30 June, 2016. At…
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IFAs: The Human Touch Still Counts
A new study shows that when it comes to IFAs and their clients, there’s still value in the…
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“AE continues to help turn around historic decline in pension provision…” TPR
Automatic enrolment (AE) “…continues to help turn around the historic decline in pension provision…” says The Pensions Regulator…
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