The FCA has banned former Quilter appointed rep David Nicholas King indefinitely after he was convicted of a number of theft offences.
Read more ...CashCalc launches iOS and Android app for advisers
- Friday, 23 July 2021
- Articles
Financial Planning software firm CashCalc, recently sold to FE fundinfo, has unveiled an app for iOS and Android which can be used by financial advisers and their clients to improve communication.
Read more ...Third of over 40s plan to work past SPA
- Friday, 23 July 2021
- Articles
A third (31%) of UK homeowners over 40 who are not yet retired plan to work beyond their normal State Pension age, according to a new report.
Read more ...FCA brings money laundering charges against Simon Day
- Thursday, 22 July 2021
- Articles
The Financial Conduct Authority (FCA) has charged Simon Day (date of birth 17 March 1973) with one offence of money laundering, contrary to Section 327(1) of the Proceeds of Crime Act.
Read more ...Davy sells wealth management business for £382m
- Thursday, 22 July 2021
- Articles
Ireland and UK wealth manager Davy has agreed to sell its wealth management and capital markets businesses to Bank of Ireland in a 440m Euro (£382m) deal.
Read more ...ASI launches climate fund range
- Thursday, 22 July 2021
- Articles
Aberdeen Standard Investments (ASI) has launched a range of climate funds aimed at supporting the shift towards net zero global emissions.
Read more ...15% growth in advised customers for AJ Bell
- Thursday, 22 July 2021
- Articles
Investment platform AJ Bell has reported a 15% rise in advised customers year on year, and 4% over the third quarter, in its latest trading update.
Read more ...Revenues rise at Progeny as firm hunts for acquisitions
- Thursday, 22 July 2021
- Articles
Revenues at expanding Financial Planning firm Progeny have risen £1.2m (17%) year on year for the first half of 2021 as the firm announced it is looking for more acquisitions.
Read more ...4 in 10 Planning firms considering platform ownership
- Thursday, 22 July 2021
- Articles
Over 4 in 10 (44%) of Financial Planning firms are considering operating a platform of their own instead of using or white-labelling a third-part platform, according to a new report.
Read more ...55% of women finance workers ‘stressed’ by pandemic
- Wednesday, 21 July 2021
- Articles
A new survey by a Financial Planning professional body has revealed that 55% of women have suffered from "stress, anxiety or depression" in the past year.
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