Articles
Larry Barreto has pleaded guilty to two counts of carrying on regulated activities without authorisation.
Most financial professionals 'uncomfortable' about banter
Written by Kat MitchellThe majority (97%) of financial services workers have been made to feel uncomfortable by unwelcome banter at some time during their career, according to a new report.
Fast growing Leeds-based Financial Planning and professional services group Progeny welcomed nine students to its first summer personal finance school held last week for 16-to-18 year olds.
M&G hit by £21bn asset drop but wealth flows rise
Written by Kat MitchellFund manager and wealth manager M&G has reported a £21.1bn drop in assets under management and administration to £348.9bn for the first half of 2022.
2 in 3 advisers fear trust clients may risk HMRC fines
Written by Kat MitchellTwo in three (62%) advisers with clients who are trustees or have interests in trust are concerned that their clients could be risking HMRC fines, according to new research.
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Total platform assets under management (AUM) slumped by £52.2bn to £838.4bn in the second quarter, down 5.9% on the previous quarter.
Financial Planner and wealth manager Evelyn Partners has acquired Buckinghamshire-based Financial Planning firm 2hWealthcare.
Aviva suffered bigger losses in the first half as assets under management declined by 8% to £88.5 billion due to a fall in equity prices.
The Serious Fraud Office has secured the conviction of an investment manager who took £100m from investors to help pay for a luxury lifestyle including a fishing and shooting estate, a ski hotel and a motor boat.