Transact’s parent company IntegraFin has revealed its initial public offering plans value the platform provider at just under £650m.
An IFA with 200 clients across England has sold his firm to expanding Financial Planner and wealth manager AFH Group for up to £738,000.
Surrey-based Informed Choice, a firm of Chartered Financial Planners, is warning about the risks of an emerging video technology with the potential to cheat investors.
A finance firm must pay £169m in compensation and a £2m fine for failing to tell customers the full cost of a product.
Paraplanners will be guided through the ‘minefield’ of major changes to data protection laws via an online seminar on Wednesday.
The FCA is proposing to retain a wider-scale public register of advisers and others working at financial services firms, it announced this morning.
Only 1 in 5 top jobs are held by women in the pensions, savings and insurance sector, a report has found.
Scottish Widows has unveiled four ‘risk-managed’ multi-asset Retirement Portfolio funds aimed at clients considering or taking withdrawals using the Scottish Widows Retirement Account.
National Financial Planner and retirement specialist LEBC has urged all parts of the pensions sector to back the Pensions Dashboard to help beat pensions scams and improve consumer engagement.
Nearly half of UK millennials have little chance of fulfilling the lifestyle aspirations of their parents and achieving the traditional life goals they want because 7.8m have no long-term savings product.
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