Articles
North East-based national Financial Planning firm Fairstone has announced a deal to acquire £120m AUM Kings Lynn-based Chartered Financial Planning firm Allen Tomas & Co.
CISI foundation boosts financial literacy charities
Written by Kat MitchellThe CISI Future Foundation charity has given grants worth a total of £465,000 to seven UK financial literacy charities.
Third of advisers adjust fees post Consumer Duty
Written by Kat MitchellMore than a third (37%) of financial advice firms have changed their fee structure as a result of completing the FCA’s Consumer Duty fair value exercise.
2 in 3 investors would use AI for investment advice
Written by Kat MitchellOver two thirds (69%) of investors would be comfortable with AI being used in the investment advice process, according to a new report.
75% of firm's advisers 'refereeing' retirement arguments
Written by Kat MitchellThree quarters (74%) of Wesleyan financial advisers have been caught in the middle of arguments between couples during retirement planning meetings.
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Chartered Financial Planner launches East Anglia firm
Written by Kat MitchellExperienced Chartered Financial Planner Rebecca Lucas has launched a Cambridge-based Financial Planning firm, Liora Wealth.
The Financial Conduct Authority has called on wealth managers to justify high fees and prove value for money in a 'Dear CEO' letter.
The total levy to pay for the cost of the Financial Services Compensation Scheme is set to soar by £145m from £270m this year to £415m in 2024/25.
Quilter Investors has added two funds to its Cirilium range to improve protection against potential volatility.