Accountancy professional body ICAEW has partnered with technology firm RQ to launch an online platform enabling Chartered Accountants and Financial Planners to refer clients.
Read more ...Accountancy body adds referral platform for Planners
- Wednesday, 18 October 2023
- Articles
Old Mill hires digital specialist Financial Planner
- Wednesday, 18 October 2023
- Articles
Financial Planner and accountancy firm Old Mill has appointed Financial Planner and digital advice specialist Hugh Johnson to its wealth management team.
Read more ...Succession hires new execs from Investec and Aviva
- Wednesday, 18 October 2023
- Articles
Aviva-owned wealth manager and Financial Planner Succession Wealth has added two new executives to expand its senior leadership team.
Read more ...State Pension set to rise by 8.5%
- Wednesday, 18 October 2023
- Articles
Retirees are set to receive an 8.5% increase to their State Pension from April next year as CPI inflation held steady at 6.7% for the year ending September.
Read more ...Q3 net inflows fall by over £100m at Quilter
- Wednesday, 18 October 2023
- Articles
Quilter saw third quarter core business net inflows of just £1 million compared to net inflows of £324 million in the corresponding period of 2022 amid "challenging" market conditions.
Read more ...CPI rate holds steady at 6.7%
- Wednesday, 18 October 2023
- Articles
The Consumer Prices Index rate of inflation held steady at 6.7% in September, disappointing some commentators.
Read more ...Transact owner reports near £5bn rise in funds
- Tuesday, 17 October 2023
- Articles
Platform Transact has reported total Funds Under Direction for Q4 rose by nearly £5bn year on year to hit a record £54.9bn, according to figures released today by parent company Integrafin Holdings plc (IHP).
Read more ...FUM rises at SJP but gross inflows fall
- Tuesday, 17 October 2023
- Articles
Wealth manager St James's Place (SJP) - which announced a major overhaul of charges today - has reported gross and net inflows down in the three months ended September.
Read more ...FSCS pushes back permanent CEO hire to April
- Tuesday, 17 October 2023
- Articles
The Financial Services Compensation Scheme, the government back financial safety-net scheme, has appointed a new interim CEO today but says a new permanent CEO will not be appointed until after April.
Read more ...Acquisitive new group MRW acquires 3 adviser firms
- Tuesday, 17 October 2023
- Articles
Newly-launched adviser firm MRW Group has acquired three financial advisory firms with the help of funding from OakNorth, a bank for entrepreneurs.
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