Financial Planning and cashflow modelling software provider Voyant is to use data platform Moneyhub’s open banking and open finance APIs throughout its adviser systems.
Read more ...Ascot Lloyd buys £323m AUM Swansea IFA
- Monday, 10 July 2023
- Articles

Financial Planning firm Ascot Lloyd has bought Swansea-based IFA Portfolio Financial Consultancy which has £323m assets under management.
Read more ...Chancellor to promise 'evolutionary' pension reforms
- Monday, 10 July 2023
- Articles

Chancellor Jeremy Hunt will today promise “evolutionary not revolutionary” pension reforms to unlock capital for high-growth businesses and boost outcomes for pension savers.
Read more ...FCA cancels regulated business at Bradford firm
- Monday, 10 July 2023
- Articles

The Financial Conduct Authority has cancelled regulatory permissions for Bradford-based financial advisers Gateway Financial Solutions Limited (GFSL).
Read more ...M&G Wealth appoints PFS Fellow as head of academy
- Monday, 10 July 2023
- Articles

M&G Wealth Advice has recruited appointed Matthew Ings FPFS from wealth manager St James’s Place (SJP) to lead its adviser academy.
Read more ...Old Mill hires first COO to ‘expedite growth’
- Monday, 10 July 2023
- Articles

South West Financial Planner and accountancy firm Old Mill has appointed Adil Taha as its first chief operating officer to expediate growth at the business and develop its operational infrastructure.
Read more ...FCA warns crypto flouters could face prison from October
- Friday, 07 July 2023
- Articles

The FCA has warned cryptoasset promoters they could face up to two years in prison and unlimited firms if they do not comply with new rules on the marketing of crypto which - it has confirmed -will begin on 8 October.
Read more ...Liontrust shareholders back takeover of GAM
- Friday, 07 July 2023
- Articles

Liontrust shareholders have voted in favour of the takeover of Swiss rival GAM to form a £53bn AUM fund manager.
Read more ...SIPP sales jump after bounce back
- Friday, 07 July 2023
- Articles

Sales of Self Invested Personal Pensions (SIPPs) bounced back in 2022 to reach nearly 900,000 new plans arranged - the highest level since 2018.
Read more ...Quilter signs deal to help boost social mobility
- Friday, 07 July 2023
- Articles

The Quilter Foundation, the charity arm of wealth manager Quilter, is partnering with social mobility charity The Brokerage to help more young people from socially-disadvantaged background find jobs in Financial Planning and the City.
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