Financial planning
2024: Year of progress for professional development in Middle East
CII has ‘witnessed very encouraging signs that the mandating of qualifications will soon become a reality’
St James’s Place seeks industry collaboration for more generations to access financial advice
18–34-year-olds twice as likely as 35-54-year-olds to turn to social media for information about finances
Quilter advice network adds five new firms
Quilter said it has welcomed numerous new appointed rep firms during 2024
Foster Denovo acquires £300m AUA adviser firm
This latest deal marks the national firm’s sixth acquisition in 12 months
Financial planning | 4 Dec 24
Third Financial launches customisable mobile app
Nucleus acquired Third Financial earlier this year