Fund and wealth management group M&G has received the regulatory go ahead for its acquisition of financial adviser firm Sandringham Financial Partners.
Read more ...Fewer than 1 in 10 clients involve children in equity release
- Friday, 07 January 2022
- Articles
Only 1 in 14 clients involve their children in meetings with financial advisers when discussing equity release, according to a new report.
Read more ...Responsible funds netted 3 in 4 retail sales in November
- Friday, 07 January 2022
- Articles
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.
Read more ...HMRC pushes back Self-Assessment filing penalties
- Thursday, 06 January 2022
- Articles
HMRC has waived late filing and late payment penalties for Self-Assessment taxpayers for one month.
Read more ...Prosperis acquires Yorkshire Planning firm
- Thursday, 06 January 2022
- Articles
IFA Prosperis has acquired Yorkshire-based Financial Planning firm AJ Hird for an undisclosed sum.
Read more ...IFA consolidator Elevation acquires Essex IFA
- Thursday, 06 January 2022
- Articles
IFA consolidation Elevation Financial Group (EFG) has acquired Essex-based IFA Innovate Financial Solutions (Innovate).
Read more ...LIBOR submissions ended
- 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.
Read more ...Mattioli Woods client assets pass £15bn
- Thursday, 06 January 2022
- Articles
Client assets at wealth manager and SIPP provider Mattioli Woods rose 42% to £15.1bn over the six months ending 30 November 2021.
Read more ...Tilney acquires Essex IFA firm
- Thursday, 06 January 2022
- Articles
Financial Planner and wealth manager Tilney Smith & Williamson has added Essex IFA FP Solutions to its Chelmsford office.
Read more ...From probation officer to Financial Planner
- Thursday, 06 January 2022
- Articles
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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