The Financial Conduct Authority is planning to replace its Financial Resilience Survey with a new financial resilience regulatory return for solo-regulated firms.

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Wealth manager and Financial Planner Quilter has recruited Daisy Dupree-Loxton from the Walt Disney Company to be its new head of wellbeing. 

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Tuesday, 04 October 2022
Articles

 

Wealth manager St James’s Place is launching a new Metaverse-focused podcast channel to highlight its increasing use of immersive technology.

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European private equity firm Nordic Capital has received regulatory approval to complete its acquisition of Financial Planning firm Ascot Lloyd from Oaktree Capital Management for an undisclosed sum.

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SIPP provider Curtis Banks is waiving its fee on in-specie commercial property transfers into its Your Future SIPP for the rest of the year.

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Chartered Financial Planner Kreston Reeves Financial Planning Ltd has been rebranded as Craven Street Wealth following its takeover by corporate finance firm Craven Street Capital.

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Four new trainee planners have joined Lumin Wealth’s Academy programme today.

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Chancellor Kwasi Kwarteng has today abandoned his plan to abolish the 45% top rate of income tax on earnings over £150,000.

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Harlequin chairman David Ames, the man behind a £226m SIPP-based fraud which hit 8,000 victims, was today jailed at Southwark Crown Court for 12 years.

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Wealth manager Brooks Macdonald has added £350m in assets and 650 clients with the acquisition of Manchester specialist adviser firm Adroit Financial Planning.

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