Articles
Transact bolsters M&A help for adviser firms
Written by Kat MitchellAdviser platform Transact has stepped up its efforts to act as an introducer for advice firm acquisitions.
SJP achieves 1000th Chartered Financial Planner
Written by Kat MitchellWealth manager St James’s Place has seen 1,000 team members achieve Chartered Financial Planner status.
PIMFA criticises FCA’s 'woolly' Consumer Duty proposals
Written by Kat MitchellWealth manager trade body PIMFA has criticised proposals from the Financial Conduct Authority for a new Consumer Duty.
Tilney launches adventurous sustainable fund
Written by Kat MitchellWealth manager and Financial Planner Tilney Smith & Williamson has launched a sustainable multi-asset fund for adventurous investors.
More than 1 in 20 workers (6%) expect never to retire, according to new research.
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Fund manager Liontrust has agreed to acquire smaller rival Majedie Asset Management in a deal worth up to £120m.
FNZ acquires Appway to boost client onboarding
Written by Kat MitchellPlatform engine FNZ is to acquire client onboarding solution Appway for an undisclosed sum.
The FCA is to consult on a sweeping new 'Consumer Duty' which will compel firms to do more to protect consumers from harm and bad financial decisions.
Two in three advisers say that Covid-19 variants, including the Omicron variant, present the biggest threat to business in 2022.