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Fairstone Acquires South West Financial Planning
Fairstone Group, one of the largest CII Chartered Financial Planning organisations in the UK, has acquired Devon-based South…
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Top Managers Opt For FundsLibrary Solvency II Solution
FundsLibrary has been chosen by two top fund managers to provide their Solvency II reporting solution. Jupiter Asset…
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BMO Becomes First Canadian Bank To Offer ETFs in Europe
BMO Financial Group has become the first Canadian bank to offer ETFs in Europe. Via its BMO Global…
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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…
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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…
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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…
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Four Senior Hires for Julius Baer
Julius Baer has boosted their UK Relationship Management and Wealth Planning team with four senior hires, all joining…
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EQ Investors Launches New Advice Service
A new advice service has been launched by EQ Investors, the boutique wealth manager led by Bestinvest founder…
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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…
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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…
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