Callan Anderson, founder and owner of boutique Financial Planning firm Equilibrium Financial Consultancy, has sold the firm’s client book to Evelyn Partners.
Wealth manager St James’s Place has reported a fall of nearly £12bn in Funds Under Management for the six months ended 30 June.
Marvell Enterprises Limited has been declared under investigation by the Financial Services Compensation Scheme (FSCS).
The FCA has launched a new section on its website to give regulated firms regularly updated guidance on helping clients hit by the cost of living crisis.
Hurst Point Group has agreed to acquire Financial Planner and wealth manager Metis Wealth and Metis Asset Management.
SIPP provider Curtis Banks has added new tools and calculators to help Financial Planners tackle complex pension calculations.
Financial Planners have mostly welcomed the FCA's new Consumer Duty but one leading Financial Planner has shared concerns about how the new rules will be enforced.
Wealth manager and Financial Planner WH Ireland has reported a drop in full year pre-tax profit from £1.5m to £1.4m despite an 11% rise in revenue to £32m.
Financial Planners have nothing to fear from the Financial Conduct Authority’s (FCA) new Consumer Duty rules, according to providers.
Wealth manager Investec Wealth & Investment is to promote chief commercial officer Barbara-Ann King to CEO in October as part of an executive reshuffle.