Financial planning
Financial planning | 16 Jul 24
Entries for 25th Annual II Awards now live and available to enter for limited period
The awards will be open for entries to II subscribers for a period of six weeks before shortlisting. Judging and in the case of some awards a period of readers voting will take place ahead of the II Awards 2024 ceremony on October 10, 2024
II Awards 2024 preview – Winner’s Stories – IFGL
In this video, we speak to IFGL CEO David Kneeshaw who discusses the company’s success at last year event
Financial planning | 15 Jul 24
Evelyn Partners names Charlotte Platts to drive financial planning growth in three UK regions
Platts joins from Nationwide Building Society where, as director of financial planning, she led a team of 330
Financial planning | 12 Jul 24
FPSB unveils date for this year’s World Financial Planning Day
The day will coincide with the International Organization of Securities Commissions World Investor Week
Swedish wealth manager Söderberg & Partners invests in trio of IFA firms
Most recently, in April, Söderberg & Partners made investments in four IFA firms