Articles
Asset manager Invesco has launched a soft skills CPD-accredited platform for Financial Planners and advisers focusing on emotional intelligence, practice management and investment skills.
Wealth manager Waverton’s merger - announced in the spring with rival London & Capital to form a £19bn AUM wealth management business - has completed after being approved by the FCA.
I was intrigued this week by a speech from Steve Smart, FCA joint executive director of enforcement and market oversight, suggesting that the FCA was now as much a law enforcement agency as a regulator.
Financial Planner Tavistock has today confirmed that it is considering “a number of potential transactions” including a bid from Financial Planner Saltus for part of its business.
A behavioural finance app is coming to the Intelliflo office suite, designed to gauge and evidence clients’ suitability.
More...
Pensions group STM’s pre-tax profits fell 72% in 2023 as the takeover by Pension SuperFund Capital continues to rumble on.
Fintel, owner of SimplyBiz and Defaqto, is set to acquire compliance and support services firm Threesixty from Abrdn.
The FSCS has declared Glasgow-based financial adviser firm MacInnes & Bottomley (FRN 121661) in default after a first claim was upheld.
The number of people paying higher rate tax has increased over the past year by 310,000 from 6m to 6.31m, according to the latest HMRC figures.