Financial planning
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
Financial planning | 29 Nov 24
One LPA application took over 10 years to process says FOI data
Applications may take longer to be registered if they contain errors that need to be rectified by the customer