London-based SIPP and SSAS consolidator Wilton has signed a deal to acquire SSAS firm Bespoke in the latest move in a rapid acquisition drive.
Read more ...FCA rejects application from long-standing CMC
- Friday, 17 September 2021
- Articles
The Financial Conduct Authority has rejected an application for authorisation from a Claims Management Company which has been in business since 2006.
Read more ...97% of advisers updated CIP in past year
- Friday, 17 September 2021
- Articles
The vast majority of financial advisers (97%) with a Centralised Investment Proposition (CIP) have updated it in the last 12 months or plan to do so, according to new research.
Read more ...Just Wealth trains advisers for ESG boom
- Friday, 17 September 2021
- Articles
Financial advice firm Just Wealth - part of estate agent group Spicerhaart - is training its self-employed advisers in advising investors on ESG options as a boom in ESG investing gets under way.
Read more ...The Financial Planning Business Growth Stars
- Thursday, 16 September 2021
- Articles
Some of the most successful Financial Planning firms in the UK have shared the inspiring stories of how they have both survived and prospered during the pandemic in the new issue of Financial Planning Today Magazine.
Read more ...Planner team completes Three Peaks challenge
- Thursday, 16 September 2021
- Articles
A five-strong team from Belmayne Independent Chartered Financial Planners of Dronfield, near Sheffield, has raised over £500 for charity by completing the Yorkshire Three Peaks Challenge.
Read more ...FCA and TPR outline DC value for money framework
- Thursday, 16 September 2021
- Articles
The Financial Conduct Authority and The Pensions Regulator have published a joint discussion paper on building a common framework for measuring value for money in DC pension schemes.
Read more ...Half of clients wish they had taken financial advice earlier
- Thursday, 16 September 2021
- Articles
Half of clients polled by Financial Planning firm Fairstone said they wised they had started taking financial advice at a younger age.
Read more ...Planners back FCA plan to tackle investment harm
- Thursday, 16 September 2021
- Articles
Financial Planners have backed plans announced by the FCA in its sweeping Consumer Investments strategy released yesterday to tackle consumer investment 'harm'.
Read more ...Pre-tax profits surge 33% at Brooks Macdonald
- Thursday, 16 September 2021
- Articles
Wealth manager Brooks Macdonald has reported rapid growth in profits and funds under management for the year ended 30 June as recent acquisitions helped deliver strong results.
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