Wealth manager Waverton is to merge with rival London & Capital to form a £17bn AUM wealth management business.
Fintech and data provider Defaqto has bolstered its Engage Financial Planning system, adding more tools and capability to provide an ‘all in one’ Financial Planning package.
Insurance and savings trade body the ABI has called on the Government to scrap Insurance Premium Tax (IPT).
Wealth and investment manager Quilter has extended access to its WealthSelect Managed Portfolio Service to three new third-party platforms for the first time.
XPS’s Transfer Value Index fell 3.9% in January to £158,000, following two consecutive rises.
The Personal Finance Society has appointed Sheffield-based Chartered Financial Planner Ben Wright to its board.
PIMFA, the wealth and investment management trade body, has raised “serious concerns” about the FCA’s proposals to make public enforcement investigations against regulated firms.
Robin Forster, the director of a Ponzi-style unlawful and unauthorised care home investment scheme which saw investors lost £57m, has been banned for 14 years.
The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners, is supporting the charity Girls Are Investors (GAIN)’s national UK Investment Challenge.
The ABI, the trade body for insurance and long-term savings providers, has urged the FCA to include pensions decumulation in its proposed 'simplified advice' rules.