The £242m merger of platform Nucleus and SIPP and SSAS provider Curtis Banks has received regulatory approval after the conclusion of a review by the Competition and Markets Authority (CMA).
Read more ...Atomos buys Chartered Planner’s female-focused IFA firm
- Wednesday, 06 September 2023
- Articles
Wealth manager and Financial Planner Atomos has acquired North London Chartered Financial Planner-led Equanimity IFA for an undisclosed sum.
Read more ...FCA may slow payments to combat fraud
- Wednesday, 06 September 2023
- Articles
The FCA may slow down payments by electronic transfer to help combat rising fraud and financial crime.
Read more ...Francis Clark adds senior Planner from Investec
- Wednesday, 06 September 2023
- Articles
South-West-based Francis Clark Financial Planning has appointed Carl Tremlin as senior Financial Planner.
Read more ...Sesame Bankhall hires Wesleyan exec as CEO
- Wednesday, 06 September 2023
- Articles
Adviser network and support firm Sesame Bankhall Group has appointed Richard Harrison as its new CEO, subject to FCA approval.
Read more ...7,400 member credit union fails
- Wednesday, 06 September 2023
- Articles
West-Midlands credit union 6 Towns Credit Union Limited has been declared in default by the Financial Services Compensation Scheme.
Read more ...Pension Superfund lowers offer for SIPP firm STM
- Wednesday, 06 September 2023
- Articles
Investment vehicle Pension SuperFund Capital has lowered its offer for SIPP provider STM Group from 70p per share to 67p per share.
Read more ...Paraplanners wary about use of AI
- Tuesday, 05 September 2023
- Articles
Paraplanners want better tech tools but are wary about using Artificial Intelligence (AI) to improve productivity, a new survey of Paraplanners has revealed.
Read more ...Scottish adviser firm fails with BSPS claims
- Tuesday, 05 September 2023
- Articles
Scottish financial adviser firm MLM Wealth Management Limited (trading as MLM Financial Services / FRN 784277) has been declared as failed by the Financial Services Compensation Scheme (FSCS).
Read more ...BRI Wealth acquires 2 Midlands Financial Planners
- Tuesday, 05 September 2023
- Articles
Coventry-based BRI Wealth Management has expanded its Midlands presence with the acquisition of two Financial Planning firms.
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