financial planning

Industry

Why the financial services industry needs to 'wake up' to women's wealth

Women will hold 60% of the UK’s wealth by 2025

27 August 2019 • 3 min read

Emerging markets

MSCI Kuwait Index to be reclassified to EM status by end of 2019

Subject to same NIN cross trades availability

26 June 2019 • 2 min read

Industry

Helping female millennials with their financial futures

Educating young women on saving and retirement planning

15 March 2019 • 2 min read

Industry

Schroders and Lloyds unveil Schroders Personal Wealth

New financial planning business to open in second half of 2019

20 February 2019 • 1 min read

Investment

The Top Down: Red October, Budget and a bumper year for investment trusts

The biggest stories of October 2018

05 November 2018 • 1 min read

Advisory

Mattioli Woods acquires Midlands financial planning firm for £4m

£120m assets under advice

09 August 2018 • 1 min read

Investment

Harwood WM buys IFA Plan65's assets for up to £1.56m

£42m assets under influence

23 April 2018 • 1 min read

UK

The Century Club: How the investment industry should respond

More innovative products needed

18 April 2018 • 2 min read

Wealth Management

John Lamb launches dedicated wealth management arm

Looking to grow client base

31 January 2018 • 1 min read

Advisory

MitonOptimal acquires IFA boosting assets under advice by £100m

Acquirer rebranded in November

19 January 2018 • 1 min read

123

Most read

01

Investment Week reveals winners of Women in Investment Awards 2024

28 November 2024 • 4 min read

02

Jupiter's Jason Pidcock on ESG 'nonsense' and why China remains 'unappealing'

27 November 2024 • 5 min read

03

St James's Place to wind down £1.8bn property funds amid 'challenging period' for property sector

28 November 2024 • 2 min read

04

BlackRock to strike deal for private credit manager HPS - reports

28 November 2024 • 1 min read

05

On the night gallery: Women in Investment Awards 2024

28 November 2024 • 1 min read