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.
Over two thirds (69%) of investors would be comfortable with AI being used in the investment advice process, according to a new report.
Quilter Investors has added two funds to its Cirilium range to improve protection against potential volatility.
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.
Three quarters (74%) of Wesleyan financial advisers have been caught in the middle of arguments between couples during retirement planning meetings.
Almost 1 in 3 (32%) of Britons have given financial assistance to family or friends over the past six months, according to a new report.
Experienced Chartered Financial Planner Rebecca Lucas has launched a Cambridge-based Financial Planning firm, Liora Wealth.
The Financial Conduct Authority has called on wealth managers to justify high fees and prove value for money in a 'Dear CEO' letter.
The total levy to pay for the cost of the Financial Services Compensation Scheme is set to soar by £145m from £270m this year to £415m in 2024/25.
Alltrust has partnered with Platform One to launch a white-label investment and custody platform.