Articles
7 in 10 advisers considering changing platform
Written by Kat MitchellOver two thirds (69%) of financial advisers are considering changing platform provider over the next 12 months, according to new research.
Tenet appoints mortgages head as MD of adviser business
Written by Kat MitchellFinancial adviser network Tenet has appointed Simon Broadley as managing director of its owned adviser business Tenet&You.
Asset manager M&G’s wealth management arm has acquired investment manager TCF Investment in order to launch model portfolio services.
Inflation rose to 5.5% in January, continuing its run of the country’s highest inflation rate in 30 years.
AJ Bell calls on FCA to clarify advice/guidance boundary
Written by Kat MitchellInvestment platform AJ Bell has called on the Financial Conduct Authority (FCA) to clarify the advice/guidance boundary in order to make the new Consumer Duty effective.
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Adviser platform Novia has appointed Christina Dolding as director of adviser and customer experience.
Half of retirees have money worries but only 22% seek advice
Written by Kat MitchellDespite almost half (48%) of retirees worried about running out of money in retirement, three quarters (78%) have not sought professional financial advice, according to new research.
Kingswood acquires Hampshire adviser in £3.6m deal
Written by Kat MitchellAcquisitive Financial Planning group Kingswood is to acquire Hampshire-based advice firm Aim Independent Limited (Aim) for a cash consideration of £3.6m.
PIMFA calls for extension of Consumer Duty implementation
Written by Kat MitchellWealth management trade association PIMFA has called on the Financial Conduct Authority (FCA) to extend the proposed implementation period for the new Consumer Duty proposals.