Fintech and investment provider Timeline has partnered with The Pension Lab to offer a digital solution to automate and streamline the Letter of Authorisation (LOA) process for advisers.

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Nearly three in 10 (28%) of over-60s with over £200,000 in investable assets or household income have failed to ring-fence money to fund later life care they may need, a new report says.

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The top fixed savings rates have seen significant falls over the past month, according to a new report.

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Wednesday, 18 September 2024
Articles

CPI inflation remained at 2.2% in August, unchanged from the previous month.

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Fast-growing Financial Planning and wealth management group Loyal North has completed two more acquisitions in Hertford and Essex, adding £56m in AUM.

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Clients are turning to multi-asset investment strategies to help them cope with their financial fears in retirement, according to a new provider survey of advisers.

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Acquisitive South Coast-based wealth manager Skerritts has acquired £1bn AUM Harrogate advice firm Ellis Bates Financial Advisers for an undisclosed amount.

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Professional advisers' review site VouchedFor has joined forces with global asset manager BlackRock and adviser investment platform Fundment to launch a 2025 Guide to Top Rated Financial Advisers.

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Wealth manager and Financial Planner Brooks Macdonald has acquired Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.

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Tuesday, 17 September 2024
Articles

Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, said profits climbed 7% to £9.6m in the six months to the end of June.

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