The FCA has halted regulated business at a Northern Ireland financial adviser by revoking its Part 4A permissions.
Read more ...Fairstone steps up acquisition plans in 2024
- Friday, 01 March 2024
- Articles
Chartered Financial Planning-based wealth manager Fairstone is planning to increase its number of acquisitions this year after acquiring or part acquiring 24 firms over the past 12 months.
Read more ...RSMR expands access to Passive Plus MPS
- Friday, 01 March 2024
- Articles
Investment manager and data provider RSMR has expanded access to its Passive Plus MPS fund range.
Read more ...£17bn AUM wealth manager created as 2 firms merge
- Friday, 01 March 2024
- Articles
Wealth manager Waverton is to merge with rival London & Capital to form a £17bn AUM wealth management business.
Read more ...Defaqto expands Engage as ‘all in one’ Planning package
- Thursday, 29 February 2024
- Articles
Fintech and data provider Defaqto has bolstered its Engage Financial Planning system, adding more tools and capability to provide an ‘all in one’ Financial Planning package.
Read more ...Insurers want Insurance Premium Tax axed
- Thursday, 29 February 2024
- Articles
Insurance and savings trade body the ABI has called on the Government to scrap Insurance Premium Tax (IPT).
Read more ...Quilter extends WealthSelect MPS to 3rd-party platforms
- Thursday, 29 February 2024
- Articles
Wealth and investment manager Quilter has extended access to its WealthSelect Managed Portfolio Service to three new third-party platforms for the first time.
Read more ...DB transfer values slip as gilt yields dip
- Thursday, 29 February 2024
- Articles
XPS’s Transfer Value Index fell 3.9% in January to £158,000, following two consecutive rises.
Read more ...PFS adds Chartered Financial Planner to board
- Thursday, 29 February 2024
- Articles
The Personal Finance Society has appointed Sheffield-based Chartered Financial Planner Ben Wright to its board.
Read more ...PIMFA has ‘serious concerns’ about FCA enforcement plans
- Thursday, 29 February 2024
- Articles
PIMFA, the wealth and investment management trade body, has raised “serious concerns” about the FCA’s proposals to make public enforcement investigations against regulated firms.
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