Financial Planner and wealth manager Quilter has appointed former Hargreaves Lansdown CEO Chris Hill as an independent non-executive director.
Read more ...TPR staff strike over pay dispute
- Wednesday, 10 January 2024
- Articles
Staff at The Pensions Regulator (TPR) are staging the first of a series of strikes today in pursuit of a long-running pay dispute.
Read more ...Derbyshire Financial Planner up for 2 awards
- Tuesday, 09 January 2024
- Articles
Derbyshire-based Chartered Financial Planner Martin Birch, a partner at Belmayne, has been shortlisted for two regional leadership awards.
Read more ...Whitmore leaves Jupiter to set up boutique firm
- Tuesday, 09 January 2024
- Articles
Long-serving Jupiter fund manager Ben Whitmore, who looks after around £10bn, is leaving the firm to start his own boutique fund management business.
Read more ...Succession snaps up £165m AUM Plymouth firm
- Tuesday, 09 January 2024
- Articles
Aviva-owned wealth manager and Financial Planning group Succession Wealth has acquired Plymouth-based DFP Health & Wealth Management which has more than £165m in AUM.
Read more ...Mattioli Woods to double trainee advisers
- Tuesday, 09 January 2024
- Articles
SIPP and Financial Planning firm Mattioli Woods said it plans to more than double its intake of new trainee advisers to help address the 'advice gap.'
Read more ...FCA warns 'reckless' pension transfer specialist of action
- Tuesday, 09 January 2024
- Articles
The FCA has issued a warning notice to a pension adviser it has branded “reckless” after they gave unsuitable advice to customers to transfer out of their DB scheme over a four year period.
Read more ...Confident SIPP investors take on more risk
- Tuesday, 09 January 2024
- Articles
SIPP and SIPP drawdown investors added more diverse assets to their portfolios, including equity income and corporate bonds, in December, according to Hargreaves Lansdown figures.
Read more ...Söderberg takes stakes in 2 more UK firms
- Monday, 08 January 2024
- Articles
Major Swedish wealth manager Söderberg & Partners has increased its UK footprint by taking minority stakes in two advice firms, adding £1.25bn in AUM (Assets Under Management).
Read more ...PFS launches 'refreshed' 2024 events programme
- Monday, 08 January 2024
- Articles
The Personal Finance Society (PFS) has launched a 'refreshed' events programme for 2024, involving new, large-scale events alongside online and regional series and the organisation’s flagship National Conference.
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