Companies

Companies

Derrick Dunne named Beaufort Investment Management CEO

Most recently of Sanlam FOUR

clock 10 May 2018 • 1 min read

Companies

Fairstone links with London-based IFA ahead of future acquisition

Third firm to join DBO programme in 2018

clock 08 May 2018 • 1 min read

Companies

Harwood Wealth buys IFA firm Fund Management for up to £1.13m

Deal adds £34m AUI

clock 30 April 2018 • 1 min read

Companies

Newell Palmer acquires Coventry-based IFA adding £80m FUM

Third completed acquisition of 2018

clock 25 April 2018 • 2 min read

Companies

Harwood WM buys IFA Plan65's assets for up to £1.56m

£42m assets under influence

clock 23 April 2018 • 1 min read

UK

Old Mutual Wealth to list as Quilter on LSE in June

'Managed separation update'

clock 20 April 2018 • 1 min read

Regulation

SJP waives exit charge and pays out after causing 'upset' to former client

£200 in compensation

clock 19 April 2018 • 2 min read

Companies

Tenet targets adviser growth with self-employed support solution

‘Business in a box’

clock 18 April 2018 • 1 min read

Companies

James Hay parent IFG revamps group leadership team

New chief executive and CFO

clock 18 April 2018 • 1 min read

Companies

FOS confirms independent review after Dispatches exposé

Channel 4 programme raised issues

clock 17 April 2018 • 1 min read