Fast-growing Financial Planning firm Perspective Financial Group has completed five further acquisitions, boosting assets under advice to £310m.
Read more ...Barnett Waddingham picks new CEO for BW SIPP
- Tuesday, 05 August 2025
- Articles
Pensions and SIPP consultancy Barnett Waddingham has promoted Nick Cooper to be CEO of BW SIPP, as the business says it enters a new phase focused on market growth.
Read more ...Woodford provisionally banned and fined nearly £46m
- Tuesday, 05 August 2025
- Articles
The FCA has provisionally fined Neil Woodford and Woodford Investment Management (WIM) for failures in their management of the Woodford Equity Income Fund (WEIF).
Read more ...Seccl appoints new CEO to replace David Ferguson
- Tuesday, 05 August 2025
- Articles
Octopus-owned white label platform Seccl has appointed Jonathan Dees as its new UK CEO, subject to regulatory approval.
Read more ...Saltus-backed Advies acquires £100m AUA Nicholas Trayford
- Tuesday, 05 August 2025
- Articles
Saltus-backed wealth manager and Financial Planning firm Advies Private Clients has acquired Financial Planner Nicholas Trayford for an undisclosed amount.
Read more ...State pension gender gap ‘almost eliminated’
- Tuesday, 05 August 2025
- Articles
The gender pension gap has been almost completely eliminated when it comes to the state pensions of people retiring today, according to new data.
Read more ...Active funds beat passive rivals this year
- Monday, 04 August 2025
- Articles
Active global and US funds posted their best performance against comparable index trackers in the first half of the year, but UK funds did less well, according to the latest AJ Bell Manager versus Machine report.
Read more ...Nucleus poaches new CFO from FNZ
- Monday, 04 August 2025
- Articles
Platform group Nucleus Financial Platforms has appointed FNZ chief financial & commercial officer Andrew Ring as chief financial officer, subject to regulatory approval.
Read more ...Women will hold most of UK’s investment wealth
- Monday, 04 August 2025
- Articles
Population estimates issued by the Office for National Statistics suggest that women are set to hold most of the UK’s investment and pensions wealth.
Read more ...Halo Invest targets advice gap with adviser gateway
- Monday, 04 August 2025
- Articles
Halo Invest has launched its investment platform after it received FCA approval.
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