Articles
3 in 4 advisers changed processes post-Woodford
Written by Kat MitchellThree-quarters of advisers have changed their investment processes as a result of the collapse of Woodford Investment Management.
Tilney returns to Cardiff as it recommits to Wales
Written by Kat MitchellWealth Manager and Financial Planner Tilney Smith & Williamson has agreed terms for a new office in Cardiff.
New Planning group launches with two acquisitions
Written by Kat MitchellA new Financial Planning and fund management firm launched today with the acquisition of Charter Financial Planning and Rice Whatmough Crozier.
Treasury and FCA team up on ESG rules for Planners
Written by Kat MitchellThe Treasury is working with the Financial Conduct Authority on “sustainability” requirements for Financial Planners.
Advisers place £2bn with Transact in 3 months
Written by Kat MitchellAdvisers placed almost £2bn with investment platform Transact during the quarter ended 30 September 2021.
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FCA pushes 950 DB transfer advice customers to FSCS
Written by Kat MitchellThe Financial Conduct Authority (FCA) has written to 3,591 DB transfer advice customers of 10 advice firms to encourage them to make a claim via the Financial Services Compensation Scheme (FSCS).
The Financial Services Compensation Scheme has declared 12 firms in default, including a number of financial advisers and wealth managers.
Under third believe pensions dashboards useful by 2025
Written by Kat MitchellUnder a third of pensions professionals believe pension dashboards will be of use by 2025.
IWP acquires £85m Yorkshire Planner in virtual planning launch
Written by Kat MitchellIndependent Wealth Planners (IWP) has acquired Acuity Wealth Management and founded a virtual advice service.