Financial planning

Companies | 16 Apr 24

Swedish wealth manager Söderberg & Partners takes stake in four financial adviser firms

Söderberg & Partners has now made investments into a total of 11 UK advice firms

Financial planning | 16 Apr 24

Defined benefit pensions transfer numbers dropped 30% last year

The number of firms that received DB transfers has also trended downwards

Africa | 15 Apr 24

The CISI and Evertreen partner to plant trees to build ‘sustainable future’

CISI has already planted 10,000 trees, equally split between Kenya and the Philippines

Financial planning | 15 Apr 24

Jersey-registered Titan Wealth grow AUM to £17.3bn with latest adviser acquisition

The deal significantly increases Titan Wealth’s presence in the East of England

Asia | 12 Apr 24

Malaysia financial regulator revokes financial planner’s licence for false statement

The financial planner was ‘no longer fit and proper’ to carry out regulated activities