Financial advisers have called on the Government to prioritise pension reforms that would lessen the tax burden on clients.
Read more ...Titan Wealth completes acquisition of North East IFA
- Thursday, 14 March 2024
- Articles
Wealth manager and Financial Planner Titan Wealth has completed its acquisition of North Eastern IFA Prism Financial Advice, adding £630m in assets under management.
Read more ...FCA dials down Consumer Duty enforcement rhetoric
- Thursday, 14 March 2024
- Articles
FCA CEO Nikhil Rathi has said that the FCA will take a ‘pragmatic’ approach to enforcing its new Consumer Duty.
Read more ...Diversity initiatives are boosting Planner firms says CII
- Wednesday, 13 March 2024
- Articles
Equality, diversity and inclusion (EDI) initiatives have improved innovation and employee engagement at Chartered Financial Planning firms, according to a survey by the CII.
Read more ...Boundary Review considering digitalisation – Rathi
- Wednesday, 13 March 2024
- Articles
The Advice Guidance Boundary Review is considering the role of digital and automated channels in order for consumers to access pensions planning support, according to FCA CEO Nikhil Rathi.
Read more ...Planners failing 1 in 3 female clients says report
- Wednesday, 13 March 2024
- Articles
Financial Planners are struggling to meet the needs of one in three female clients, according to research by Schroders.
Read more ...UK economy grows by 0.2%
- Wednesday, 13 March 2024
- Articles
The UK economy grew by 0.2% in January according to the latest figures from the Office for National Statistics released today.
Read more ...GBST adds enhanced modelling to WealthConnect
- Wednesday, 13 March 2024
- Articles
Platform fintech GBST has added enhanced modelling to its cloud-based solution for Financial Planners, WealthConnect.
Read more ...3 arrested in £76m luxury care homes fraud case
- Tuesday, 12 March 2024
- Articles
The Serious Fraud Office today raided two sites and made three arrests in the south of England as part of a new investigation into an alleged £76m luxury care homes fraud.
Read more ...Penny Group acquires Midlands Chartered Planner
- Tuesday, 12 March 2024
- Articles
Wealth manager and Chartered Financial Planner The Penny Group has completed its acquisition of Midlands Financial Planning firm Roberts Financial Consultancy (RFC) Ltd for an undisclosed sum.
Read more ...