One Four Nine has made its eighth acquisition with the purchase of Plymouth financial adviser Rainbird & Co. The acquisition is the firm’s first in the South West. Rainbird is a family business advising over 350 clients on investments, pensions and protection. One Four Nine now has a total of 33 advisers managing £1.4bn of […]

All customers with more than $1 million in assets have been automatically enrolled into a pair of new service plans.

Fintech entrepreneur Nick Hungerford, the co-founder of robo-adviser Nutmeg, has died at the age of 43 after suffering from a terminal cancer. Mr Hungerford was one of the UK’s best known financial technology entrepreneurs, founding Nutmeg in 2011 with business partner William Todd. Nutmeg was one of the first direct to consumer robo-advice firms, allowing investors […]

The Personal Finance Society has selected Barclays Wealth Chartered Financial Planner Anthony Ward as its new interim President and appointed two new member directors to its board. The new member directors are Chartered Financial Planner Carla Brown and IFA Daniel Williams. Interim CEO Don Macintyre will also continue in post for a further six months, […]

With all the problems in the SIPP sector over the past few years SIPPs should be dead and buried by now. Yet they are not, far from it in fact. A story this week reminded us that SIPPs are not only alive and kicking but have plenty of life in them. That’s not to diminish the […]

A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race.

Envestnet and eMoney Advisor, the two leaders in the financial planning software market, have struggled to maintain their market share over the last two years.

The latest proposed changes tweak criteria that would disqualify firms from having ‘residential supervisory locations.’

Boston Consulting Group offered financial advisors some business levers to consider in response to the worldwide impact of slumping stocks and bonds last year.

Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.