A behavioural finance app is coming to the Intelliflo office suite, designed to gauge and evidence clients’ suitability.
Read more ...STM profits tumble 72% amid prolonged takeover
- Friday, 28 June 2024
- Articles

Pensions group STM’s pre-tax profits fell 72% in 2023 as the takeover by Pension SuperFund Capital continues to rumble on.
Read more ...Fintel set to buy adviser support firm Threesixty
- Friday, 28 June 2024
- Articles

Fintel, owner of SimplyBiz and Defaqto, is set to acquire compliance and support services firm Threesixty from Abrdn.
Read more ...FSCS declares pension transfer adviser firm as failed
- Friday, 28 June 2024
- Articles

The FSCS has declared Glasgow-based financial adviser firm MacInnes & Bottomley (FRN 121661) in default after a first claim was upheld.
Read more ...310,000 more paying higher rate tax than last year
- Thursday, 27 June 2024
- Articles

The number of people paying higher rate tax has increased over the past year by 310,000 from 6m to 6.31m, according to the latest HMRC figures.
Read more ...Steve Webb: taxpaying pensioners now the norm
- Thursday, 27 June 2024
- Articles

For British pensioners, paying income tax is now the norm rather than the exception, according to former pensions minister Sir Steve Webb.
Read more ...Barnett Waddingham unveils digital tool for businesses
- Thursday, 27 June 2024
- Articles

Pensions consultant Barnett Waddingham has unveiled a digital tool for businesses called 'Clarity from BW.'
Read more ...FCA is now a key law enforcement agency, says director
- Thursday, 27 June 2024
- Articles

The FCA is now as much a "law enforcement agency" as a financial regulator, according to one of the authority’s executive directors.
Read more ...Consumer Duty 'gap analysis' tool launched
- Thursday, 27 June 2024
- Articles

A new diagnostic tool will soon allow Financial Planners to benchmark their firms’ activities against Consumer Duty requirements using AI.
Read more ...Financial Planning firm supports iconic North East garden
- Thursday, 27 June 2024
- Articles

Alnwick Garden’s iconic grand cascade has been renamed the Sage Wealth Management Grand Cascade in a sponsorship deal with the North East Financial Planning firm.
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