Articles
Major Swedish wealth manager Söderberg & Partners has taken a “significant” minority stake in expanding Bath-based Chartered Financial Planner Fidelius as it continues its UK expansion drive.
2 in 3 SimplyBiz advisers confident about 2024
Written by Kat MitchellAlmost two in three (61.5%) of SimplyBiz advisers are positive about the outlook for the sector in 2024, according to the network’s annual survey.
The Financial Services Compensation Scheme (FSCS) has declared South Wales-based Niche Independent Financial Advisers Ltd (FRN: 472635) as failed.
1 in 3 parents of Gen X supporting adult children
Written by Kat MitchellA third (29%) of parents born between 1965 and 1980 are financially supporting children over the age of 21.
Pension tax changes boost business for 49% of advisers
Written by Kat MitchellNearly half of Financial Planners (49%) who offer retirement advice report that recent pension tax allowance changes have spurred a boom in demand for advice, according to a new study.
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Total advised customers at platform and SIPP provider AJ Bell rose 8% year-on-year in the quarter ending 31 December, according to a trading update today.
PPF looks to global pension assoc for new CEO
Written by Kat MitchellThe Pension Protection Fund (PPF) has appointed Michelle Ostermann as its new CEO from 1 April.
Two convicted 'pension liberation' fraudsters have been ordered to hand over the majority of their assets after a Proceeds of Crime investigation by The Pensions Regulator (TPR).
Campaigners call on Planners to log LOA stresses
Written by Kat MitchellA group of industry campaigners has called on Financial Planners to estimate the cost of relying on hard copy Letters of Authority (LOA).