Perspective Financial Group has completed nine further acquisitions in the second half of October, including its 100th since the group was founded in 2008. The group said its first 50 acquisitions ...

Over two thirds (69%) of UK independent financial advisers believe clients will hold investments longer now to defer paying higher capital gains tax (CGT).

Fintech provider Dynamic Planner has partnered with CRM firm Salesforce to deliver financial planning at scale The partnership makes Dynamic Planner the first and only UK based wealth planning partner ...

Personal Finance Society (PFS) members have been urged to vote in next week's annual general meeting, which will take place in Manchester and online on Monday 11 November. The deadline for registering ...

The Personal Finance Society has announced that its interim chief executive Don MacIntyre has stepped down from his role. The news comes as the PFS prepares for its annual general meeting, which will ...

Brooks Macdonald has acquired CST Wealth Management, a chartered financial planning company in Wales. CST manages around £170m in assets for about 500 clients, offering financial planning for both ...

Good morning and welcome to your Morning Briefing for Tuesday 5 November 2024. To get this in your inbox every morning click here. Advisers expect clients to increase investments in emerging markets, ...

New research suggests that wealth managers and advisers expect clients to significantly boost investments in frontier and emerging markets over the next 18 months.

While it is represented by the UK Platform Group (UKPG), the Association of British Insurers and The Investing and Saving ...

Mattioli Woods Limited has acquired Stockport-based financial advisory and employee benefits business Cullen Wealth Limited ...

IM has partnered with others in the wealth management industry to create the ‘UK Wealth Managers for Climate’ group to ...

CIExpert has urged advisers to recommend two single plans for couples, instead of the industry-wide practice of joint policies. The protection specialist made the call today (4 November) as it ...