Two investment managers from Rathbones have agreed to join JM Finn, subject to regulatory and contractual approval.
Read more ...Embark acquires ATS platform to add £6bn in assets
- Monday, 28 October 2019
- Articles
Embark Group is set to acquire the advised and partnership client books of Alliance Trust Savings from Interactive Investor.
Read more ...TPR intervenes to improve running of pension fund
- Friday, 25 October 2019
- Articles
The Pensions Regulator (TPR) intervened in the running of the London Borough of Barnet Superannuation Fund and says the scheme is now running more “effectively”.
Read more ...Financial Planner research shows advisers’ personality traits
- Friday, 25 October 2019
- Articles
New academic research for Financial Planning firm Quilter has revealed the personality traits that lead to the most successful and happy advisers.
Read more ...Auto-enrolment leads to more young savers, says TPR
- Friday, 25 October 2019
- Articles
More people in their twenties are now saving into a workplace pension thanks to the success of automatic enrolment.
Read more ...Huntswood hires ex-FCA risk expert Paul Dyer
- Friday, 25 October 2019
- Articles
Paul Dyer, former deputy chief risk officer at the FCA, has been appointed to spearhead work on regulatory risk at Huntswood, the regulatory advisory and specialist resourcing firm.
Read more ...Succession Wealth adds £500m funds with new acquisition
- Friday, 25 October 2019
- Articles
Financial Planner and wealth manager Succession Wealth has today revealed the acquisition of Investors Planning Associates (IPA), the national financial advice firm with almost £500m funds under management.
Read more ...Schroders to manage renamed Woodford Patient Capital Trust
- Thursday, 24 October 2019
- Articles
Schroders will take over the Woodford Patient Capital Trust by the end of the year, it has been revealed.
Read more ...AJ Bell reveals 13% asset boost in new trading update
- Thursday, 24 October 2019
- Articles
Investment platform AJ Bell has revealed a boost in assets and customers in a trading update in respect of its financial year ended 30 September.
Read more ...TPR prosecutes children’s nursery over pension failings
- Thursday, 24 October 2019
- Articles
A nursery and its main director are to be prosecuted by The Pensions Regulator (TPR) for trying to avoid providing their staff with a workplace pension.
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