Retirement | 7 Nov 24
intelliflo partners Estgro for new estate planning tool
By bridging financial and legal services, ‘we enable advisers to deliver holistic financial advice’
One Four Nine Group acquires tenth financial planner firm
The deal takes the group’s client assets to over £1.6bn with over 30 financial planners and c. 5,000 clients
Investment | 6 Nov 24
Industry reacts to implications of Trump presidency
Donald Trump is set to be back in the White House. If so, he becomes the 2nd American president to serve two non-consecutive terms
Financial planning | 6 Nov 24
Kinrock becomes UK’s ‘largest’ independent provider of digital CPD services to FS sector
This acquisition follows Kinrock’s previous integrations of CPD and e-learning providers
People Moves | 6 Nov 24
Don MacIntyre steps down as interim CEO of UK’s Personal Finance Society
The PFS will be ‘securing permanent arrangements to ensure the continued high quality of leadership that our members deserve’




