Articles
Independent Wealth Planners (IWP) has acquired 3 Financial Planning firms, increasing its number of acquisitions to 22 since its launch two years ago.
63% of investors want environmental transparency
Written by Kat MitchellAlmost two-thirds (63%) of investors want providers to be more 'environmentally transparent' about where they invest their pensions, according to a new report.
Savers invested £2.4bn in funds in February, according to trade body data published today.
Flexible working and digital tools key for advisers
Written by Kat MitchellFlexible working and digital transformation were the key focuses for financial advice businesses surveyed by the Personal Finance Society and Chartered Insurance Institute in March.
Investment firm Redmayne Bentley has launched its first digital-only Managed Portfolio Service (MPS).
More...
Utmost to acquire Quilter International for £483m
Written by Kat MitchellLife insurance specialist Utmost Group is to acquire Quilter’s cross-border platform Quilter International for £483m cash to add to its wealth solutions arm.
The Financial Ombudsman is to increase its case fee by £100 to £750, according to its new budget and financial plans published today.
M&G Wealth has axed the brand names of its recently-acquired wealth platform Ascentric and its advice business Prudential Financial Planning (PFP) to bring the businesses under the M&G Wealth name.
St Albans-based Lumin Wealth has acquired nearby IFA firm Chamberlain Stean and West for an undisclosed sum.