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Monday, 07 February 2022 08:30

Royal London in takeover talks with LV=

Royal London confirmed this morning that it was in “exploratory” takeover talks with rival mutual LV=.

Monday, 07 February 2022 08:07

Kingswood buys Essex IFA for £15.3m

Acquisitive Financial Planning group Kingswood has acquired Essex-based IFA Joseph R Lamb for £15.3m as its buying spree continues.

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One of the key roles of a Financial Planner is to assess clients’ appetite for investment risk. Selecting investments is nigh on impossible without this and a major industry has grown up around client risk profiling.

Adviser fintech and ratings firm Defaqto has unveiled a new Diamond rating service for investment trusts.

New FCA data has revealed that misleading financial promotions by authorised firms more than doubled from 207 in 2020 to 564 in 2021.