comparemela.com

Latest Breaking News On - Vision financial planning - Page 1 : comparemela.com

IFAs blast pensions lifestyling strategies as lifestealing

IFAs have blasted lifestyling strategies used by many work-based pensions, labelling them ‘lifestealing’ and ‘a lazy, horrific idea’ from a bygone era, research has found.

Stithians Show kicks off today - here s what s happening

Rathbones FUMA up 25%

Rathbones Group has seen its funds under management and administration grow close to 25% over the past year

Rathbones buys financial planning firm Saunderson House for £150m

Rathbones buys financial planning firm Saunderson House for £150m Content by subject Professional Adviser hosts must-attend events for the financial adviser sector. The success and reach of the brand has enabled us to deliver a series of market-leading events, including our popular breakfast briefings, awards and conferences. Download and use the apps Access your subscription from outside of the office Get relevant news and insight straight to your inbox £4.7bn FUM Investment firm and wealth manager Rathbones has bought South East financial planning firm Saunderson House in a £150m deal. Buying 100% of the company s shares, Rathbones is to pay £130.2m in cash and £4.9m in new shares for the initial fee and £14.9m will be deferred. It is buying the financial planning firm from private equity house Epiris, which bought Saunderson House, alongside adviser platform and self-invested personal pension company James Hay, for £206m in 2019. 

© 2024 Vimarsana

vimarsana © 2020. All Rights Reserved.