In the latest senior role turnaround at The Personal Finance Society, President Carla Brown has taken on the additional role of chair to replace Christine Elliott, who has left after only eight months.
Read more ...Transact FUD climbs 8% to £65.9bn
- Tuesday, 15 April 2025
- Articles

Integrafin, parent company of adviser platform Transact, has reported funds under direction on the platform of £65.9bn for the three months to the end of March.
Read more ...AAB Wealth acquires £650m AUA London Planner
- Monday, 14 April 2025
- Articles

Chartered Financial Planning firm AAB Wealth has acquired £650m AUA London-based Financial Planning firm Magus Wealth for an undisclosed amount.
Read more ...SIPP contributions soar after Trump's tariffs
- Monday, 14 April 2025
- Articles

SIPP contributions have soared since President Trump’s recent tariff announcements, according to Hargreaves Lansdown figures.
Read more ...Benchmark buys remaining 49% of £4bn AUA Oculus
- Monday, 14 April 2025
- Articles

Financial Planning solutions provider Benchmark Capital, owned by Schroders, has bought the remaining minority stake in Harrogate-based Oculus Wealth Management for an undisclosed sum.
Read more ...FCA raps trading apps over lack of adequate checks
- Monday, 14 April 2025
- Articles

Some trading apps lack adequate checks and this could leave consumers exposed to unnecessary risks, the FCA has warned after a review of the sector.
Read more ...Chartered Planner appointed chair of Vulnerability Taskforce
- Monday, 14 April 2025
- Articles

Chartered Financial Planner Robin Melley has been appointed chair of the Financial Vulnerability Taskforce (FVT).
Read more ...19% of IFAs expect clients to move to cash
- Monday, 14 April 2025
- Articles

One in five (19%) independent financial advisers (IFAs) expect an increase in their clients moving money from investments to cash savings due to increased market volatility.
Read more ...FCA probes banks on bereavement and power of attorney
- Monday, 14 April 2025
- Articles

The FCA has told banks and building societies they need to make “improvements” when it comes to dealing with customers affected by bereavement or registering a power of attorney.
Read more ...Westerby snaps up pension and IFA firm Redswan
- Friday, 11 April 2025
- Articles

Wealth adviser and pensions firm Westerby Group - which recently moved to an employee-ownership model - has acquired specialist pension provider and IFA firm Redswan.
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