Articles
London-based IFA Donre Advisory Limited (FRN 513993) - which previously traded as Basi & Basi Financial Planning Limited and has a SIPP subsidiary - has gone into liquidation two months after the FCA restricted its business activities.
More than two-thirds (69%) of advisers don’t have a plan in place to tackle one of the largest ever transfers of wealth due to take place between generations over the next 20-30 years.
The Government has been urged to announce a Pensions Bill during the King’s speech at the state opening of Parliament tomorrow.
Some 2.8m over-50s in the UK have returned to work after being previously retired, according to new research from Legal & General.
Integrafin (IHP), the parent company of adviser platform Transact, has reported advised client numbers rose 2% to a record 234,000 in the three months to the end of June.
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Data provider Defaqto, owned by SimplyBiz parent Fintel, has conditionally acquired fund ratings and research agency RSMR for an undisclosed amount, subject to regulatory approval.
Financial Planning network Rosemount Financial Solutions has entered into a 'strategic partnership' with platform and investment manager 7IM.
More than two in five advisers (43%) changed their client servicing approach as a direct result of the FCA's Consumer Duty introduced in July last year, according to a new study.
Investment platform AJ Bell has written to new Chancellor Rachel Reeves urging the government to merge all the different ISA types to make life easier for investors and unlock £30bn currently sitting in cash ISAs.