The Personal Finance Society (PFS) has teamed up with education company Pearson to help encourage the next generation into a career in financial advice.
Pearson's BTEC qualification in business is now recognised by the Chartered Insurance Institute (CII) as a level three qualification that can act as a bridge to the PFS's qualifications, such as CF1...
Deal was announced in June this year
Departs in April 2021
Raft of portfolio management changes
Individual holdings breach limits
Will add around £175m in AuM
39th deal since 2008
AFH Financial Group has received a £224.5 million cash offer to take over the business from US-based private equity company Cortina Bidco.
Netwealth on hunt for IFAs
From new attitudes to life, to how they approach investing, the wealth outlook is different for baby boomers, millennials and generation Z. Professional Adviser investigates how this may impact their retirement.