Almost 8 in 10 (78%) of wealth clients want direct contact with an individual that can support them when it comes to managing their money, according to a new report.
Read more ...Planner Tavistock makes loss of £0.94m for the year
- Wednesday, 20 September 2023
- Articles

Financial Planning firm Tavistock made a loss of £0.94m in the year to March, company results published today show.
Read more ...M&G Wealth grows to over 500 advisers
- Wednesday, 20 September 2023
- Articles

M&G Wealth has expanded its adviser network to more than 500 people, according to the asset manager’s financial results for the first half of this year published today.
Read more ...Fidelity launches Global Future Leaders Fund
- Wednesday, 20 September 2023
- Articles

Fund manager Fidelity has launched the Fidelity Global Future Leaders Fund, a new investment vehicle focusing on developed market small and mid-cap equities identified by the company as become future global frontrunners.
Read more ...Surprise dip in CPI to 6.7%
- Wednesday, 20 September 2023
- Articles

The Consumer Prices Index, the key measure of UK inflation, showed a surprise fall in August to 6.7% from 6.8% in July.
Read more ...BoE expected to raise interest rates by 0.25%
- Wednesday, 20 September 2023
- Articles

The Bank of England is expected to raise interest rates tomorrow (Thursday) by 25 basis points in what could be the 15th rise in a row but it could also be the last rise for a while.
Read more ...Automatic enrolment expansion bill gets Royal Assent
- Tuesday, 19 September 2023
- Articles

The Private Member's Bill to extend auto-enrolment (AE) has cleared Parliament and been granted Royal Assent.
Read more ...FCA clears banks of political account closures
- Tuesday, 19 September 2023
- Articles

The FCA has concluded that there is no evidence of banks denying politicians access to accounts due to their political views following an investigation in the wake of the row that erupted between Nigel Farage and Coutts Bank this summer.
Read more ...Widows' platform links with Dynamic Planner and Voyant
- Tuesday, 19 September 2023
- Articles

The Scottish Widows Platform has added integration with two Financial Planning software providers: fintech Dynamic Planner and cashflow modelling software firm Voyant.
Read more ...Wren Sterling acquisitions add £400m AUM
- Tuesday, 19 September 2023
- Articles

Wren Sterling’s summer acquisitions have added £400m AUM to the firm after it took over Guildford-based IFA Messer & Matthews in July and in August acquired a majority stake in Cornwall-based The Stockdale Group.
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