Life expectancy in local areas of England, Northern Ireland and Wales fell between 2020 and 2022 compared to 2001 to 2003, according to the latest ONS data out today.
Read more ...Financial Planner Atomos shakes up leadership team
- Friday, 26 January 2024
- Articles
Financial planning-led wealth manager Atomos has shaken up its leadership time with four senior appointments.
Read more ...Chartered Planner buys Punter Southall FP arm
- Friday, 26 January 2024
- Articles
Chartered Financial Planning firm Craven Street Wealth has signed a deal to acquire Punter Southall’s Financial Planning division in a deal which will boost Craven's AUM by £600m to £1.8bn.
Read more ...VCT investor numbers jump 32%
- Friday, 26 January 2024
- Articles
The number of investors claiming tax relief on a Venture Capital Trust (VCT) investment in 2021/22 rose by 32% (year-on-year) to 25,800, a new report says.
Read more ...New chair for JM Finn as Sussman retires
- Friday, 26 January 2024
- Articles
Steven Sussman has retired from his position of chairman at wealth manager JM Finn following a 26-year career at the firm.
Read more ...Quilter Cheviot appoints new CIO from UBS
- Thursday, 25 January 2024
- Articles
Discretionary wealth manager Quilter Cheviot has appointed Caroline Simmons as its new chief investment officer.
Read more ...Continuum adviser numbers up 15%
- Thursday, 25 January 2024
- Articles
National IFA Continuum has increased its number of advisers by 15% to 70 over the past year, according to figures released by the company this week.
Read more ...Medical advances helping drive demand for retirement advice
- Thursday, 25 January 2024
- Articles
An ageing population and medical advances are fuelling demand for retirement advice, according to a new report.
Read more ...Stockport-based adviser fails over pensions claim
- Thursday, 25 January 2024
- Articles
Stockport-based adviser Smith Holdings Ltd, trading as Life Time Independent, has been declared in default by the Financial Services Compensation Scheme (FSCS).
Read more ...SJP hit by £4.6bn slump in net inflows
- Thursday, 25 January 2024
- Articles
Wealth manager St James’s Place saw net inflows nearly halve in 2023 to £5.12bn but funds under management rose sharply as a market recovery got under way.
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