CISI to hold Financial Planning Week from 27 January
“An opportunity for financial planners to give back”
financial planners
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Plannr Technologies and Transact team-up on income statement service
Aiming to “supercharge the efficiency of financial advisers”
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Adviser exodus looms with half planning to retire in the next five years
One in three said they intend to retire before age of 50
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Nine in 10 advisers expect sector M&A to accelerate
Smaller companies finding it increasingly harder to compete
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Evelyn Partners hires financial planning head for Bournemouth office
Danielle Pearce joins the firm
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Quilter assets climb to £111.6bn as IFA inflows jump 400%
Review of appointed representative firms to commence shortly
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Söderberg and Partners continues UK expansion with stakes in four IFA firms
The Swedish wealth manager has now made investments in 11 UK firms