F&C multi-managers Gary Potter and Rob Burdett give their predictions on what's hot and what's not in the investment space this year, based on their mantra that the only thing that determines how successful an investor you are is the price you pay for...
A Wigan-based IFA of 12 years is taking his career in a new direction - by embarking on the journey to become a lifestyle financial planner.
Davy Private Clients, the Northern Ireland-based wealth management and financial planning division of J&E Davy (Davy), has agreed to acquire Square Seven Financial Planning, part of a two year acquisition spree.
Nucleus is considering launching a direct-to-consumer (D2C) platform in an effort to better serve the 6,000 orphaned clients it currently redirects to Hargreaves Lansdown each year.
Bigger, better, brighter ways of working
Industry stalwart Gareth Marr - one time chief executive of national IFA firm Origen - is leaving advice after a 30 year career due to ill health.
START OF THE JOURNEY