Fund and wealth management group M&G has received the regulatory go ahead for its acquisition of financial adviser firm Sandringham Financial Partners.

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Only 1 in 14 clients involve their children in meetings with financial advisers when discussing equity release, according to a new report.

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Responsible investment fund flows increased to £1.8bn of net retail sales in November (October £1.5bn), according to new data from the Investment Association.

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HMRC has waived late filing and late payment penalties for Self-Assessment taxpayers for one month.

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IFA Prosperis has acquired Yorkshire-based Financial Planning firm AJ Hird for an undisclosed sum.

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IFA consolidation Elevation Financial Group (EFG) has acquired Essex-based IFA Innovate Financial Solutions (Innovate).

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Thursday, 06 January 2022
Articles

The publication of 24 LIBOR settings has ended with a change in methodology coming into force for the six remaining Euro and Swiss Franc settings.

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Client assets at wealth manager and SIPP provider Mattioli Woods rose 42% to £15.1bn over the six months ending 30 November 2021.

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Thursday, 06 January 2022
Articles

Financial Planner and wealth manager Tilney Smith & Williamson has added Essex IFA FP Solutions to its Chelmsford office.

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The former President of the Institute of Financial Planning (now part of the CISI) Marlene Outrim has shared some of her secrets to building enduring relationships with clients with Financial Planning Today magazine.

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