London Fintech firm Ammonite - founded by two former Chartered Financial Advisers - has won a £250,000 investment from Industrial Thought, a group focused on the advancement of wealth management.
Read more ...PFS and CII hail exam stars and top apprentices
- Monday, 13 November 2023
- Articles
The Personal Finance Society and parent body the Chartered Insurance Institute have recognised their top examinees and apprentices in a special awards presentation ceremony held in the City of London.
Read more ...Welsh adviser fails with BSPS claims
- Monday, 13 November 2023
- Articles
BSPS-linked advice firm DC Financial Limited (FRN: 170299) has been declared as failed by the Financial Services Compensation Scheme.
Read more ...CISI foundation boosts financial literacy charities
- Monday, 13 November 2023
- Articles
The CISI Future Foundation charity has given grants worth a total of £465,000 to seven UK financial literacy charities.
Read more ...Foster Denovo buys £110m AUM Hants adviser
- Monday, 13 November 2023
- Articles
Expanding national advice firm Foster Denovo has acquired £110m AUM Creative Financial Solutions based in Hampshire for an undisclosed sum.
Read more ...Canaccord scales up Planning ambitions with Scottish deal
- Friday, 10 November 2023
- Articles
Wealth manager Canaccord Genuity is to acquire Glasgow-based £220m AUM Financial Planner Intelligent Capital.
Read more ...Fairstone to buy £120m AUM Chartered Planner
- Friday, 10 November 2023
- Articles
North East-based national Financial Planning firm Fairstone has announced a deal to acquire £120m AUM Kings Lynn-based Chartered Financial Planning firm Allen Tomas & Co.
Read more ...2 in 3 investors would use AI for investment advice
- Friday, 10 November 2023
- Articles
Over two thirds (69%) of investors would be comfortable with AI being used in the investment advice process, according to a new report.
Read more ...Quilter adds funds to Cirilium range
- Friday, 10 November 2023
- Articles
Quilter Investors has added two funds to its Cirilium range to improve protection against potential volatility.
Read more ...Third of advisers adjust fees post Consumer Duty
- Friday, 10 November 2023
- Articles
More than a third (37%) of financial advice firms have changed their fee structure as a result of completing the FCA’s Consumer Duty fair value exercise.
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