Articles
Chase de Vere on acquisition hunt as profits top £23m
Written by Kat MitchellNational IFA firm Chase de Vere is on the hunt for further acquisitions as former acquisitions helped push the firm to its best ever operating profit in 2021.
The number of new complaints logged with the Financial Ombudsman Service (FOS) fell 34% in 2021/22.
Progeny acquires Fry Group for international expansion
Written by Kat MitchellFinancial Planning firm Progeny has agreed to acquire The Fry Group for an undisclosed sum.
Jupiter CEO Andrew Formica is to retire as CEO in October and return to his native Australia after three years with the fund manager.
Standard Life cuts pension charges to appeal to advisers
Written by Kat MitchellStandard Life has reduced its personal pension charges for its AMPP and SIPP products to boost their appeal to financial advisers' clients.
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Pension transfer values fall to lowest since 2016
Written by Kat MitchellAverage pension transfer values in May fell to £217,000, the lowest level seen since June 2016, as the number of transfers raising one or more warning flags rose to 83%.
First Openwork grad scheme trainees start advice roles
Written by Kat MitchellThe first set of graduate trainees at advice network The Openwork Partnership have moved into advice roles after completing their professional exams.
Expanding Financial Planning group Tavistock has reported a 14% rise in annual revenues at its advisory business to £32m for the year ended in March.
There is no doubt that the Treasury-backed Women in Finance Charter campaign has been a powerful engine of change when it comes to giving women better representation in senior management roles in financial services.