Fast-growing Financial Planning firm Perspective Financial Group reported today that it has completed nine further acquisitions this year, adding £900m in assets under advice.

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Directors can from today voluntarily verify their identity on Companies House ahead of it becoming a legal requirement later this year.

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Expanding Financial Planner and wealth manager MKC Wealth has acquired £120m AUA adviser Yodelar Investments Ltd and online platform Yodelar.com for an undisclosed amount.

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The FCA is proposing a major rule overhaul for managers of alternative investments to promote growth and get rid of old EU regulations.

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Surrey-based adviser firm Jacob Hopkins McKenzie Ltd (FRN: 793392) - which also traded as 'How Refreshing' - has been declared in default by the Financial Services Compensation scheme.

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Financial Planners are holding firm in their advice to clients as a result of the global market crash but do not rule out making changes to client plans in the near future, they have told Financial Planning Today.

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Wealth manager Quilter has acquired specialist NHS pension analyst and support services firm MediFintech for an undisclosed sum.

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Financial Planner Finli Group, formerly Solomon Capital Holdings, has made a further four Financial Planning firm acquisitions.

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Sales of Model Portfolio Service (MPS) funds dominated the UK financial adviser channel during the second half of 2024.

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The Pensions Regulator (TPR) has levied almost £100,000 in penalties against small DC pension schemes for governance failures related to the 'value for members' assessment.

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