financial planning

Wealth manager agrees to buy Midlands firm

Five outstanding retirement advice firms were honoured at the Retirement Planner Awards 2015.

Saga Investment Services, the recently launched financial planning business, has appointed Nicola Audhlam-Gardiner as managing director.

Towry has appointed Ashcourt Rowan's managing director Steve Midgley as head of sales strategy and operations following its acquisition of the firm.

Advisers "substantially underestimate" the threat from direct to consumer (D2C) businesses and are "over optimistic" about future revenues post-Retail Distribution Review (RDR), according to a wide ranging study by Cass Business School.

Cheap and easy to set up, ETFs are seen as a major breeding ground for innovation over the coming years