News
Best Practice | news 31 Jan 24
Advisers have rich opportunity to treat investors more like humans, not robots
Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours
Progeny seals another deal as it buys Chartered Wealth Management
Firm has offices in Manchester and London
Evelyn Partners rebound with 11.5% increase in AUM for 2023
AUM grew from £53bn to £59.1bn due to inflows and market performance
Investment | news 31 Jan 24
Invesco launches discretionary model portfolio service
Range of six investment portfolios across different risk levels
Quilter adds Juniper Financial Planning to network
Ayrshire-based Juniper formed by trio of financial planners