Charging

IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

Your profession

IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

'50 firms by 2025'

clock 16 December 2021 • 2 min read
Celtic FP adds Chartered planner to expand London presence

Your profession

Celtic FP adds Chartered planner to expand London presence

Wales-headquartered Celtic Financial Planning has added Victoria Nabarro to its Canary Wharf-based London team as it expands its London presence.

clock 16 November 2021 • 2 min read
Suffolk adviser Beckett IM buys local IFA

Your profession

Suffolk adviser Beckett IM buys local IFA

Paul Schwer to retire

clock 05 November 2021 • 1 min read
HNW investors under 25 three times as likely to invest in ESG as over-65s

Your profession

HNW investors under 25 three times as likely to invest in ESG as over-65s

Research from Saltus Wealth Index

clock 01 November 2021 • 2 min read
'Lack of empathy': Former PFS president scolds CII as website crashes on exam day

Your profession

'Lack of empathy': Former PFS president scolds CII as website crashes on exam day

'Affecting members' mental health'

clock 29 October 2021 • 3 min read
Quilter hunts for regional financial planning managers to monitor 'sales strategy'

Your profession

Quilter hunts for regional financial planning managers to monitor 'sales strategy'

'Sales management' a key responsibility

clock 20 October 2021 • 2 min read
Private equity investor backs national IFA launch

Your profession

Private equity investor backs national IFA launch

One Four Nine Group launches with two acquisitions

clock 19 October 2021 • 2 min read
'Status quo no longer an option': PFS board reacts to CII consultation

Your profession

'Status quo no longer an option': PFS board reacts to CII consultation

PFS board to take three steps

clock 15 October 2021 • 2 min read
This month's PA360 conference in pictures

Your profession

This month's PA360 conference in pictures

Photos from the event

clock 15 October 2021 • 1 min read
How much? The crux of adviser firm charging models

Your Business

How much? The crux of adviser firm charging models

'Wide variety of fee combinations'

clock 13 October 2021 • 8 min read
Most read
01

Experienced financial planner launches own firm

20 December 2024 • 4 min read
02

SJP at a crossroads: Can CEO FitzPatrick reinvent the wealth giant for a new era?

17 December 2024 • 11 min read
03

Why IHT on pensions is a huge capital drawdown opportunity for wealth advisers

19 December 2024 • 5 min read
04

Quilter Cheviot CEO: DFM and advice merger 'puts final bit together'

16 December 2024 • 4 min read
05

Bespoke MPS solutions 'key trend' going into 2025

20 December 2024 • 3 min read