Articles
The Personal Finance Society has commissioned an independent review of its governance following criticism from parent body the Chartered Insurance Institute.
The FCA has begun criminal proceedings against four individuals allegedly involved in a £1.4m investment fraud involving a number of firms, including two ‘cloned’ firms.
Watchdog outlines campaign to cut financial crime
Written by Kat MitchellThe Financial Conduct Authority has outlined its plans to reduce and prevent financial crime as part of its 2023/24 Business Plan released today.
FCA increases fees for Planner firm category by 8.9%
Written by Kat MitchellThe Financial Conduct Authority has revealed plans to raise its annual fee charged to its Financial Planning firm segment by 8.9% for 2023/24.
Admin error sees Fairstone director temporarily removed
Written by Kat MitchellAn administration error by one of Fairstone’s lawyers saw Tom Taylor removed temporarily as a director of the company.
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Quilter assets drop 11% as net flows plunge 55%
Written by Kat MitchellAssets under management and administration for Financial Planner and wealth manager Quilter dropped 11% to £99.6bn in 2022.
Cooper Parry buys third London Financial Planner
Written by Kat MitchellCooper Parry Wealth has acquired London-based Financial Planning firm Future Perfect as it continues its recent acquisition drive.
Adam Owen, a director and head of content at the young Financial Planner group NextGen Planners, has joined the board of the Institute for Financial Wellbeing as a non-executive director.
Apollo acquires fellow SJP firm Debra Wait WM
Written by Kat MitchellSt James’s Place partner firm Apollo Private Wealth has acquired fell SJP firm Cambridgeshire-based Debra Wait Wealth Management.