Rapidly expanding Financial Planning-focused advisory group Independent Wealth Planners (IWP) has acquired Throgmorton Wealth Management in its 30th acquisition deal. Throgmorton is based in East Anglia, Lincolnshire and the East Midlands. It has £135m in assets under management and 500 clients. Founded by Jason Cross and Chris Bayfield in 2003, it provides Financial Planning, wealth […]
Archives for 2021
Setting a fresh work/life balance for the new year
As the New Year approaches, it’s time to reflect on your work/life balance and what the last year looked like. It’s even more important if next year holds more office time than 2021. With rapid technology advancements and COVID-19 induced connectiveness, you can literally be plugged in around the clock. With 24/7 access to the […]
Marketing to millennials: Time to rethink personalized banking for the next generation
FOS plans £44m increase in budget as cases rise
The Financial Ombudsman Service is planning to increase its budget by £44m to £283.8m in 2022/23 to cope with an expected increase in more complex cases. FOS says the near 18% increase is necessary to pay for a growing number of complex cases and investment in the organisation to tackle backlogs and improve productivity. The compulsory […]
Using A Financial Purpose Statement To Guide Mindful Spending Decisions
According to the American Psychological Association, nearly 2/3 of Americans rate money and work as significant sources of stress in their lives. And because money is such a common source of stress, as well as a difficult or uncomfortable topic for many to discuss, we often tend to seek ways to minimize consciously thinking of […]
Govt could push back State Pension Age for millions
The Government is consulting on proposals to bring forward the rise in the State Pension Age to 68 from 2044 to 2037 resulting in millions being forced to wait longer for the state pension. The Government says that longer life expectancy and a growing population are pushing up State Pension costs and it needs […]
Business Update – 15 December 2021
Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. Moderna and Australian Government Partnered to Bring Manufacturing to Australia Moderna, Inc. announced an agreement with the Australian Government to build a state-of-the-art messenger RNA (mRNA) vaccine manufacturing facility in Victoria, including access to […]
New York Independent Contractor Law Gets a Big Update
Businesses that contract out work in New York have a new law to put on their radar: The New York independent contractor law. But, what is the new law? What businesses are impacted by the new law, and how? Keep reading to get the scoop on the New York independent contractor law. What is the […]
Canaccord to buy Punter Southall Wealth for £164m
Canaccord Genuity Wealth Management UK (CGWM UK) has agreed to acquire Punter Southall Wealth from Punter Southall Group in a £164m deal. The acquisition includes adviser-facing brand Psigma. Punter Southall Group will be paid £164m in cash at the completion of the deal, along with an equity interest in the newly-issued ordinary shares in CGWM […]
Canaccord to buy Punter Southall Wealth for £164m
Canaccord Genuity Wealth Management UK (CGWM UK) has agreed to acquire Punter Southall Wealth from Punter Southall Group in a £164m deal. The acquisition includes adviser-facing brand Psigma. Punter Southall Group will be paid £164m in cash at the completion of the deal, along with an equity interest in the newly-issued ordinary shares in CGWM […]