The West Midlands is the region where the greatest proportion of the local population is receiving regulated financial advice, according to new data.
Read more ...West Midlands investors most likely to get financial advice
- Tuesday, 09 November 2021
- Articles
ESG inflows help Chartered Planner top £600m AUM
- Tuesday, 09 November 2021
- Articles
An expanded ESG portfolio and new client acquisition has pushed Chartered Financial Planner firm The RU Group past a milestone £600m in assets under management.
Read more ...Tilney acquires Northumberland Financial Planner
- Tuesday, 09 November 2021
- Articles
Financial Planning and wealth management firm Tilney Smith & Williamson has added Explore Wealth Management’s team to its Newcastle office.
Read more ...Succession Wealth up for sale - reports
- Monday, 08 November 2021
- Articles
Financial Planning-focused wealth manager Succession Wealth is reportedly up for sale for approximately £400m, according to Sky News.
Read more ...Trustees get new powers to halt suspicious transfers
- Monday, 08 November 2021
- Articles
The Pensions Regulator (TPR) has today published new guidance to help trustees halt suspicious transfers.
Read more ...Parents struggle to talk money with their kids
- Monday, 08 November 2021
- Articles
A survey carried out for Talk Money Week, which launches today, has found that half of parents struggle to talk about money with their children.
Read more ...Platform veteran Towers joins PIMFA board
- Monday, 08 November 2021
- Articles
Wealth manager trade body PIMFA has recruited platform and investment veteran Geoff Towers to its board as a non-executive director.
Read more ...Abrdn in talks to buy Interactive Investor for £1.5bn
- Monday, 08 November 2021
- Articles
Asset manager Abrdn and consumer investment platform Interactive Investor have today both confirmed that talks are taking place which could see Abrdn acquiring Interactive Investor (ii) for £1.5bn.
Read more ...FCA to regulate funeral plans from July
- Friday, 05 November 2021
- Articles
The FCA has confirmed that it will begin regulating pre-paid funeral plans from 29 July.
Read more ...Govt Minimum Pension Age move wins praise
- Friday, 05 November 2021
- Articles
A last minute decision by the Government to scrap plans for a 'get-out clause' which would have allowed some pension savers to avoid a rise in the Normal Minimum Pension Age will help cut down on scams, according to pensions experts.
Read more ...