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Looking for the door marked Exit: Organically Grown
Choosing the right exit strategy is probably the biggest decision an IFA will ever have to make. IFA…
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MFS Launches Two New Funds
Two new funds have been launched by MFS Investment Management. MFS Meridian Funds – U.S. Equity Income Fund…
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Latest Update On IFA Businesses For Sale
South East restricted IFA business for sale £35m FUM invested in a bespoke, client-led approach, looking to crystalise…
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The Pensions and Lifetime Savings Association Is Born
The National Association of Pension Funds (NAPF) has morphed into the Pensions and Lifetime Savings Association. Joanne Segars,…
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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…
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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…
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Succession Buys Scottish IFA For £6.2m
Succession Holdings has acquired Edinburgh Investment Consultants for £6.2m. Edinburgh Investment Consultants, which has funds under management of…
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Bellpenny Acquires More IFAs
Bellpenny has acquired two more IFAs. Ashton KCJ Financial Planning, based in Cambridge, has around £60m funds under…
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Fairstone Increases Revenues And Reduces Losses
Financial services group Fairstone has announced a 29% increase in revenues to £17.4m for the year ended 31…
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David Cowell Rant – He’s Returned, refreshed by the waters of Aphrodite!
I have returned, refreshed by the waters of Aphrodite (poetically not literally, of course). The Cypriots are certainly…
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