Expanding Chartered Planner HFMC Wealth has acquired London Chartered Financial Planner Weston-Cummins which has £350m in assets under advice (AUA).
Read more ...600 firms use FCA's regulatory sandbox
- Tuesday, 04 July 2023
- Articles
The Financial Conduct Authority has received more than 600 applications to its regulatory sandbox since its launch in 2016.
Read more ...FCA data reveals rise in whistleblowers
- Tuesday, 04 July 2023
- Articles
‘Fitness and propriety’ and ‘compliance’ were the joint top reasons for whistleblowers to complain to the FCA in March.
Read more ...BRI Wealth hires new Chartered Financial Planner
- Monday, 03 July 2023
- Articles
Coventry-based BRI Wealth Management has hired Laura Ripley FPFS as a Chartered Financial Planner.
Read more ...ABI announces new President and Deputy President
- Monday, 03 July 2023
- Articles
The Association of British Insurers has today announced Tim Bailey, UK CEO of Zurich, as its new President, replacing Barry O’Dwyer, group CEO of Royal London, who is stepping down.
Read more ...Fall in retirees taking regulated advice
- Monday, 03 July 2023
- Articles
The latest FCA product sales data has revealed that fewer retirees are taking regulated advice before switching their pension pot into income drawdown and guaranteed income for life solutions.
Read more ...Lumin Wealth acquires £85m AUM Essex adviser
- Monday, 03 July 2023
- Articles
Chartered Financial Planner Lumin Wealth has acquired the Big Picture Wealth Management, a financial adviser based in Ongar, Essex.
Read more ...SIPP assets to exceed £500bn within next year
- Monday, 03 July 2023
- Articles
Total SIPP market assets will exceed £500bn within the next 12 months, according to John Moret.
Read more ...11 new firms join Women in Finance Charter
- Friday, 30 June 2023
- Articles
The Treasury has reported today that 11 new firms have signed up today to its Women in Finance Charter designed to improve the representation of women in senior roles in financial services.
Read more ...FSCS may be extended to Long Term Asset Funds
- Friday, 30 June 2023
- Articles
The FCA is consulting on new rules which would extend FSCS protection to retail investors investing in Long Term Asset Funds (LTAFs).
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