Wealth manager and Chartered Financial Planner Brooks Macdonald has bought the Channel Islands wealth management and funds business of Lloyds Bank International for £9.63m.
Read more ...Advisers missing face-to-face contact with clients - research
- Wednesday, 24 June 2020
- Articles
More than half (51%) of financial advisers say working remotely with clients has been their biggest personal challenge in adapting to the Coronavirus pandemic.
Read more ...Workplace pensions ‘value for money’ must improve - FCA
- Wednesday, 24 June 2020
- Articles
The FCA wants improvements in the ‘value for money’ members of workplace pensions receive.
Read more ...1 in 10 investors have lost 41% of portfolio value
- Wednesday, 24 June 2020
- Articles
A survey of 1,000 UK investors suggests the majority (58%) believe a recovery from the impact of the Coronavirus pandemic will take “years.”
Read more ...Wealth Matters acquires Herts IFA's clients
- Tuesday, 23 June 2020
- Articles
CISI Accredited Financial Planning firm Wealth Matters has acquired the clients of Hertfordshire IFA Poptani Financial Solutions.
Read more ...Planner firms sign up for Women in Finance Charter
- Tuesday, 23 June 2020
- Articles
More Financial Planning firms have signed up for the Treasury-backed Women in Finance Charter despite news that some organisations have missed targets, including the CII.
Read more ...SJP sees £250m yoy fall in inflows as pandemic bites
- Tuesday, 23 June 2020
- Articles
Wealth manager St James's Place saw a year-on-year drop in gross and net inflows in May, the firm said today in a trading update.
Read more ...FCA plans non-EU regime for UK investment firms
- Tuesday, 23 June 2020
- Articles
The FCA is seeking industry views on a new prudential regime for UK investment firms which would mark a major change for MiFID investment firms and mean exiting the EU regime.
Read more ...Progeny appoints CTO to drive technology use across business
- Monday, 22 June 2020
- Articles
Expanding Financial Planner Progeny has appointed a chief technology officer to drive the adoption of technology across the Financial Planning business.
Read more ...Pensions Dashboard project moves forward
- Monday, 22 June 2020
- Articles
The Pensions Dashboards Programme, a body backed by the Money and Pensions Service, has launched a six week consultation with potential suppliers who will bring the project to life.
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