Adviser platform Novia has appointed Christina Dolding as director of adviser and customer experience.
Read more ...Half of retirees have money worries but only 22% seek advice
- Wednesday, 16 February 2022
- Articles
Despite almost half (48%) of retirees worried about running out of money in retirement, three quarters (78%) have not sought professional financial advice, according to new research.
Read more ...Kingswood acquires Hampshire adviser in £3.6m deal
- Wednesday, 16 February 2022
- Articles
Acquisitive Financial Planning group Kingswood is to acquire Hampshire-based advice firm Aim Independent Limited (Aim) for a cash consideration of £3.6m.
Read more ...PIMFA calls for extension of Consumer Duty implementation
- Tuesday, 15 February 2022
- Articles
Wealth management trade association PIMFA has called on the Financial Conduct Authority (FCA) to extend the proposed implementation period for the new Consumer Duty proposals.
Read more ...NS&I doubles Green Savings Bond rate
- Tuesday, 15 February 2022
- Articles
Frenkel Topping revenues soar after acquisitions
- Tuesday, 15 February 2022
- Articles
Financial advice firm Frenkel Topping saw revenues almost double to £18m (2020: £10m) in 2021 following a number of acquisitions.
Read more ...Clients threaten to jump ship over ESG
- Tuesday, 15 February 2022
- Articles
Two thirds (63%) of retail investors would consider changing adviser because they are unhappy about the ESG focus from their wealth managers, according to new research.
Read more ...Court criticises Quilter over treatment of disabled employee
- Tuesday, 15 February 2022
- Articles
A former employee of Quilter Financial Planning has been awarded £1,649.29 by Leeds Employment Tribunal for ‘injury to feelings’ as the firm failed to make reasonable adjustments for his disability.
Read more ...FCA stops British Steel adviser asset sale
- Tuesday, 15 February 2022
- Articles
The Financial Conduct Authority (FCA) has stopped AJH Financial Services Limited (AJH) from disposing of assets without FCA permission.
Read more ...Lloyds-acquired Embark teams up with LV=
- Monday, 14 February 2022
- Articles
LV= and Embark Group have teamed up to launch a service enabling advisers to trade the LV= Smoothed Managed Investment Fund range on Embark’s platform.
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