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).

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Wealth manager and Financial Planner Atomos has acquired North London Chartered Financial Planner-led Equanimity IFA for an undisclosed sum.

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Wednesday, 06 September 2023
Articles

The FCA may slow down payments by electronic transfer to help combat rising fraud and financial crime.

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South-West-based Francis Clark Financial Planning has appointed Carl Tremlin as senior Financial Planner.

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Adviser network and support firm Sesame Bankhall Group has appointed Richard Harrison as its new CEO, subject to FCA approval.

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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.

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Investment vehicle Pension SuperFund Capital has lowered its offer for SIPP provider STM Group from 70p per share to 67p per share.

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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.

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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).

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Coventry-based BRI Wealth Management has expanded its Midlands presence with the acquisition of two Financial Planning firms. 

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