Standard Life has re-entered the annuity market as annuity rates rise and demand for annuities surges.
Read more ...Key founder of adviser regulation dies at 93
- Monday, 04 September 2023
- Articles

One of the key figures in the early days of financial intermediary regulation, Lord Elton, has died at the age of 93.
Read more ...Ex-Brooks director launches DFM-based wealth manager
- Monday, 04 September 2023
- Articles

Former Brooks Macdonald investment director Daniel Minett has teamed up with platform P1 Investment Services to launch his own DFM-based wealth management firm.
Read more ...Financial Planner recruits 2 ex-Rugby professionals
- Monday, 04 September 2023
- Articles

Newcastle-based Financial Planning firm Professional Wealth Management (PWM) has recruited former Newcastle Falcons professional rugby players Alex Tait and Will Welch for new careers as Financial Planners.
Read more ...Perspective snaps up 3 adviser firms - adding £250m AUM
- Monday, 04 September 2023
- Articles

Fast-growing wealth manager and Financial Planner Perspective has made three new acquisitions, adding £250m in AUM and boosting its total number of adviser firm takeovers so far this year to 15.
Read more ...£392m pension transfer duo face £1.3m in fines
- Friday, 01 September 2023
- Articles

The Financial Conduct Authority plans to fine company directors Toni Fox £681,536 and David Price £632,594 over their roles in £392m of mostly "flawed" pensions transfers.
Read more ...FCA to review value of 9 banks’ savings products
- Friday, 01 September 2023
- Articles

The FCA has asked nine banks and savings providers to provide assessments on what value their savings products offer after concerns about value for money.
Read more ...Defaqto beefs up DFM data with AKG tie-up
- Friday, 01 September 2023
- Articles

Data and research provider Defaqto has strengthened its DFM data for financial advisers via a new partnership with financial strength ratings provider AKG.
Read more ...Evelyn acquires £750m AUM wealth manager Dart
- Friday, 01 September 2023
- Articles

Wealth manager and Financial Planner Evelyn Partners has completed its takeover of City of London-based Dart Capital, a boutique wealth manager with £750m in assets under management and 19 staff.
Read more ...Loyal North buys Norfolk Financial Planning firm
- Thursday, 31 August 2023
- Articles

Growing national adviser Loyal North has acquired Financial Planning firm Quay Financial Planning in Kings Lynn to expand its reach in the east of England.
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