Liverpool wealth manager Blankstone Sington Ltd (FRN: 143694) has been declared as failed by the Financial Services Compensation Scheme.
Read more ...Adviser platform net flows halve in Q4
- Wednesday, 07 February 2024
- Articles
Net adviser platform flows fell to £655m in the fourth quarter of 2023, their lowest total on record, according to analyst Fundscape.
Read more ...Perspective teams up with new private equity owners
- Wednesday, 07 February 2024
- Articles
Fast growing national Financial Planning firm Perspective Financial Group has a new lead private equity investor, Charlesbank Capital Partners.
Read more ...Founders exit Seccl as Octopus increases stake
- Wednesday, 07 February 2024
- Articles
Two of the founders of fast growing white label platform Seccl - Dave Harvey and Hugo Thorman - are to exit as Octopus expands its stake in the business.
Read more ...'Moderate' retirement costs jump 30% in a year - PLSA
- Wednesday, 07 February 2024
- Articles
The income a couple needs in retirement to sustain a 'Moderate' lifestyle has leapt by £9,100 in the last year - up nearly 30%, according to new Retirement Living Standards estimates out today from the Pensions and Lifetime Savings Association (PLSA).
Read more ...Alison Platt is confirmed as HL chair
- Tuesday, 06 February 2024
- Articles
Hargreaves Lansdown has today confirmed the appointment of Alison Platt to the role of chair of the board and as a non-executive director of HL, following regulatory approval.
Read more ...IHT is top financial concern for wealthy Britons
- Tuesday, 06 February 2024
- Articles
Inheritance tax remains the top financial concern among wealthy Britons, followed by gifting without losing control and maintaining lifestyles, according to research from RBC Wealth Management.
Read more ...Defaqto launches Consumer Duty Profiles pilot
- Tuesday, 06 February 2024
- Articles
Data and research provider Defaqto - which provides Engage Financial Planning software - has launched a pilot for new Consumer Duty Profiles for selected product providers in the personal pension, SIPP and adviser platform spaces.
Read more ...Kingswood buys £111m AUM Irish Financial Planner
- Tuesday, 06 February 2024
- Articles
Fast-growing Financial Planner and wealth manager Kingswood Group has completed the acquisition of Dublin retirement planning advice firm BasePlan through its Irish subsidiary Moloney Investment.
Read more ...Mattioli Woods' half-year profits jump 60%
- Tuesday, 06 February 2024
- Articles
SIPP and Financial Planning firm Mattioli Woods has reported pre-tax profits leapt 60% to £7.6m in the six months ended 30 November 2023.
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