The Consumer Prices Index (CPI) jumped by 6.2% in the 12 months to February 2022, markedly up from 5.5% in January.
Investment platform AJ Bell has called on the Financial Conduct Authority (FCA) to clarify the advice/guidance boundary in order to make the new Consumer Duty effective.
Adviser platform Novia has appointed Christina Dolding as director of adviser and customer experience.
Despite almost half (48%) of retirees worried about running out of money in retirement, three quarters (78%) have not sought professional financial advice, according to new research.
Acquisitive Financial Planning group Kingswood is to acquire Hampshire-based advice firm Aim Independent Limited (Aim) for a cash consideration of £3.6m.
Wealth management trade association PIMFA has called on the Financial Conduct Authority (FCA) to extend the proposed implementation period for the new Consumer Duty proposals.
NS&I has launched a new issue of its Green Savings Bonds at 1.3%.
Financial advice firm Frenkel Topping saw revenues almost double to £18m (2020: £10m) in 2021 following a number of acquisitions.
Two thirds (63%) of retail investors would consider changing adviser because they are unhappy about the ESG focus from their wealth managers, according to new research.
A former employee of Quilter Financial Planning has been awarded £1,649.29 by Leeds Employment Tribunal for ‘injury to feelings’ as the firm failed to make reasonable adjustments for his disability.