Financial planning

Financial planning | 24 Jul 24

Titan Wealth to acquire Dubai headquartered wealth manager AHR Group

The acquisition of AHR is Titan Wealth’s first international deal

Financial planning | 23 Jul 24

Retirement of financial advisers is source of real concern for clients, reveals new research

21% of people believe their financial planner will retire within the next two years

Financial planning | 22 Jul 24

Chartered Insurance Institute appoints three new board members

Among them is Roger Jackson, a chartered financial planner, who has been in the profession for 17 years

Companies | 22 Jul 24

DeVere New Zealand ‘censured over conduct’ while advising clients on UK pension transfers

The FMA acknowledged deVere’s cooperation to date, its desire to meet in full all its obligations, and its efforts to remedy the breaches

Companies | 18 Jul 24

UK and Ireland-based accountancy and wealth manager Sagars rebrands to AAB

Sagars merged with AAB in 2021, widening the breadth and depth of services they provide to businesses and individuals