Your profession

Companies

Old Mutual Wealth financial planning business rebrands to Quilter

Advises more than 5,500 households

clock 04 September 2018 • 1 min read

Your profession

"There is an opportunity for change" - Andy Thompson on diversity

Intrinsic CEO

clock 04 September 2018 • 6 min read

People

Devon adviser attains Chartered status at 23 years old

Father was 23 when he set up firm in 1985

clock 03 September 2018 • 1 min read

Companies

True Potential 'plotting potential £2bn sale'

'Inevitable there would be interest'

clock 03 September 2018 • 1 min read

Companies

AFH buys Devon-based Lyn Financial Services for up to £4.2m

Third deal in two weeks

clock 03 September 2018 • 2 min read

Adviser tips

Rory Percival publishes DB transfer guide for advisers

Covers guidance, suitability, risk controls

clock 03 September 2018 • 1 min read

Your profession

Three things your clients may call you about this week …

What made financial headlines over the weekend?

clock 02 September 2018 • 3 min read

Investment

Talking with … Allianz Global Investors' Neil Dwane

Square Mile’s series of informal interviews

clock 31 August 2018 • 7 min read

Investment

Rathbones completes £104m acquisition of Speirs & Jeffrey

'Significant milestone for S&J'

clock 31 August 2018 • 4 min read

People

Chartered FP Elizabeth Webb becomes powerlifting world champion

Only took up sport in 2017

clock 31 August 2018 • 2 min read