Articles
Wealth management firm Courtiers has bought Norwich-based Brunswick Investment Management for an undisclosed amount.
Fintech Defaqto has integrated its part-owned new CRM fintech challenger Plannr with its financial advice software platform Defaqto Engage.
This week's Personal Finance Society Annual Conference was a triumph over adversity, in more ways than one.
The Financial Conduct Authority has banned financial adviser Geoffrey Armin for "seriously incompetent" advice on £125m of pension transfers which resulted in losses for clients of nearly £4m.
The Information Commissioner’s Office, the data regulator, has fined marketing firm MCP Online Ltd (MCP) £55,000 for making nearly 21,000 unsolicited calls about pensions to consumers.
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Wealth manager and Financial Planner Independent Women has expanded across the UK following its acquisition by Mazars.
Evelyn Partners acquires Kent accountancy firm
Written by Kat MitchellWealth management and Financial Planning firm Evelyn Partners has acquired Tunbridge Wells-based accountancy firm Creaseys Group Limited.
Loyal North acquires Scottish Borders Planning firm
Written by Kat MitchellLoyal North has acquired Scottish Borders-based Financial Planning firm Sovereign Financial Services for an undisclosed sum.
The Personal Finance Society is planning to publish quarterly reports for members to enable them to better hold the organisation to account, CEO Donald MacIntyre has pledged.