After intense pressure from several quarters, wealth manager St James's Place said today that it would scrap most exit charges in a major overhaul due to be implemented in the second half of 2025.
Read more ...Foster Denovo AUM climbs 9% to £1.2bn
- Tuesday, 17 October 2023
- Articles
Expanding national advice firm Foster Denovo Group has reported assets under management in 2022 rose to £1.2bn, up 9% on 2021.
Read more ...3 in 4 UK adults targeted by scams
- Tuesday, 17 October 2023
- Articles
Nearly three-quarters of people have been targeted by scams in the past year with a majority of approaches online, according to new figures published today.
Read more ...'Compliance' tops whistleblower allegations
- Monday, 16 October 2023
- Articles
‘Compliance’ was the top reason for whistleblowers to complain to the FCA in June, with 63 reports being made to the regulator about the issue during the month.
Read more ...Chester Financial Planner hands £1m to charity
- Monday, 16 October 2023
- Articles
Cheshire-based Financial Planner Equilibrium has hit a landmark total of £1m in donations to good causes through its charitable giving arm The Equilibrium Foundation.
Read more ...Hybrid advice providers failing to convince Planners
- Monday, 16 October 2023
- Articles
Hybrid advice providers are failing to ensure financial advisers and Planners understand exactly what hybrid advice solutions deliver and how they can be used, according to a new study.
Read more ...MKC acquires Wimbledon Chartered Planner
- Monday, 16 October 2023
- Articles
Expanding wealth manager and Financial Planner MKC Wealth has acquired Wimbledon Chartered Financial Planning firm Holborn Financial for an undisclosed sum.
Read more ...Liverpool wealth manager goes into administration
- Monday, 16 October 2023
- Articles
Liverpool wealth manager Blankstone Sington (FRN 143694) has gone into special administration following a company-requested court order under the Investment Bank Special Administration Regulations 2011.
Read more ...FCA fines Equifax £11m after 13.8m consumers' data exposed
- Friday, 13 October 2023
- Articles
The Financial Conduct Authority has fined financial data provider Equifax Ltd £11.164m for cyber-security failures which exposed the records of 13.8 consumers.
Read more ...Emma Hall wins PFS Chartered Planner of the Year Award
- Friday, 13 October 2023
- Articles
Emma Hall FPFS, a Chartered Financial Planner at Bristol-based 75point3, has won the prestigious Personal Finance Society (PFS) Chartered Financial Planner of the Year award.
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