Articles
The Initiative for Financial Wellbeing, a non-profit membership organisation set up by Financial Planning firm entrepreneur Chris Budd, has been joined by two new recruits.
Shareholders in wealth manager and Financial Planner Tavistock Investments have voted at a general meeting in favour of selling the firm's multi-asset arm, Tavistock Wealth Limited, to Titan Wealth Holdings for £40m plus an earn-out.
The FCA has banned former Quilter appointed rep David Nicholas King indefinitely after he was convicted of a number of theft offences.
Financial Planning software firm CashCalc, recently sold to FE fundinfo, has unveiled an app for iOS and Android which can be used by financial advisers and their clients to improve communication.
A third (31%) of UK homeowners over 40 who are not yet retired plan to work beyond their normal State Pension age, according to a new report.
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FCA brings money laundering charges against Simon Day
Written by Kat MitchellThe Financial Conduct Authority (FCA) has charged Simon Day (date of birth 17 March 1973) with one offence of money laundering, contrary to Section 327(1) of the Proceeds of Crime Act.
Davy sells wealth management business for £382m
Written by Kat MitchellIreland and UK wealth manager Davy has agreed to sell its wealth management and capital markets businesses to Bank of Ireland in a 440m Euro (£382m) deal.
Aberdeen Standard Investments (ASI) has launched a range of climate funds aimed at supporting the shift towards net zero global emissions.
Investment platform AJ Bell has reported a 15% rise in advised customers year on year, and 4% over the third quarter, in its latest trading update.