The Competition and Markets Authority has provisionally found that platform engine FNZ’s £150m purchase of rival GBST would raise “significant competition concerns” following a review of the deal.
Read more ...3 Chartered Planners join London firm as partners
- Friday, 16 April 2021
- Articles
London-based Chartered Financial Planning firm Partners Wealth Management (PWM) has recruited six new partners, including three Chartered Financial Planners.
Read more ...Carey owner delays results after Adams judgment
- Friday, 16 April 2021
- Articles
STM Group, the international financial services provider which owns Carey Pensions, has delayed its 2020 results following discussions with its auditors after the recent shock Adams v Carey court judgment.
Read more ...Norfolk PFS chair joins Tilney Smith & Williamson
- Friday, 16 April 2021
- Articles
Hazel Bowen, chair of the Norfolk branch of the Personal Finance Society, has joined wealth manager and Financial Planning firm Tilney Smith & Williamson.
Read more ...FCA bans and fines Warwickshire adviser
- Thursday, 15 April 2021
- Articles
The Financial Conduct Authority has banned former Dickinsons Financial Management adviser Simon Varley from working in financial services and fined him £68,300 for “lacking honesty and integrity.”
Read more ...Aviva savings and retirement boss departs for Canada Life
- Thursday, 15 April 2021
- Articles
Aviva’s UK savings and retirement head Lindsey Rix has left the provider to join Canada Life after less than a year and a half at the helm.
Read more ...Investment Association adds ETF comparison
- Thursday, 15 April 2021
- Articles
Financial Planners will be able to compare over 530 ETFs from UK providers within the Investment Association’s sectors from Monday.
Read more ...Charles Stanley Planning revenues up despite overall dip
- Thursday, 15 April 2021
- Articles
Wealth Manager Charles Stanley has reported a 13% rise in Financial Planning revenues for the year ending 31 March although overall revenues dipped by 1%.
Read more ...Quilter urges PM to tackle investment scams
- Thursday, 15 April 2021
- Articles
Wealth manager and Financial Planner Quilter has written to the Prime Minister and the Minister for Digital and Culture calling on the government to include scams and other financial harms within the scope of the upcoming Online Safety Bill.
Read more ...Planners optimistic despite ongoing pandemic disruption
- Thursday, 15 April 2021
- Articles
Six in ten Financial Planners expect to see an increase in assets under advice despite over half seeing their firms’ growth plans disrupted by the Coronavirus pandemic, according to new research.
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