The CISI has struck a “strategic partnership” deal with the US-based 13,000-member professional body the Chartered Alternative Investment Analyst Association (CAIA).

National IFA Chase de Vere has reported a £700,000 rise in pre-tax profits thanks in part to the acquisition of two Financial Planning firms in 2023.

Nearly half of financial advisers (45%) are considering launching new cut-down advice services using the proposed FCA advice / guidance boundary changes, according to a new survey.

National adviser financial adviser Continuum has recruited ex-Paraplanner James Barber as a new Chartered Financial Planner for its St Albans office.

The Financial Services Compensation Scheme, the safety-net scheme for retail investors, declared nine firms in default in April and May, it confirmed this week.

With any detail regarding pension tax allowances missing from the Labour Party manifesto, retirees could see a Labour government cut back allowances to raise funds, according to pensions industry experts.

The Labour Party has promised to carry out a review of the UK pensions landscape in its manifesto released today.

Specialist SME advice firm K3 Capital Group has acquired commercial property tax specialist HMA Tax for an undisclosed sum.

Birmingham-headquartered investment manager EFG Harris Allday has been awarded CISI Chartered Firm status.

Victims of the Hartley Pensions collapse have moved a step closer to having their funds unlocked with the appointment of a firm to receive transfers from the Hartley SIPP business, which is currently in administration.