Wealth management platform provider GBST has bought cloud-based Financial Planning software platform Advice Intelligence for an undisclosed amount.
Read more ...Evelyn Partners AUM up £2.2bn in first half
- Tuesday, 25 July 2023
- Articles
Wealth manager and Financial Planner Evelyn Partners has reported a record £2.2bn of gross new money in the first half of the year.
Read more ...PRA fines Credit Suisse record £87m
- Tuesday, 25 July 2023
- Articles
Swiss bank and investment provider Credit Suisse has been fined £87m by the Prudential Regulation Authority for “significant failures in risk management and governance” related to the collapse of Archegos Capital.
Read more ...15% of advisers unclear about Consumer Duty
- Monday, 24 July 2023
- Articles
With the Consumer Duty just days away, a new report suggests that one in seven IFAs is unclear about what 'good customer outcomes' look like.
Read more ...LifeSight links with Octopus to offer money guidance
- Monday, 24 July 2023
- Articles
LifeSight, the defined contribution master trust owned by Data analysts WTW, has partnered with Octopus Money to provide one-to-one money guidance for its members to support their financial wellbeing.
Read more ...Over 50s unimpressed by rising annuity rates
- Monday, 24 July 2023
- Articles
Despite the significant improvement in annuity rates over the past 18 months, only 14% of 50+ year olds who are at least fairly familiar with annuities consider them to currently offer a good rate.
Read more ...Pension firm hands staff £2,000 cost of living help
- Monday, 24 July 2023
- Articles
Pension specialist Cartwright has handed each staff member a one-off cost of living payment of up to £2,000 to help them cope with the current challenging financial times.
Read more ...FCA to launch cost/benefit analysis panel
- Monday, 24 July 2023
- Articles
the Financial Conduct Authority will establish a new panel to provide advice on cost/benefit analysis in response to calls from regulated firms.
Read more ...Fears that Consumer Duty will push up fees
- Monday, 24 July 2023
- Articles
Nearly one in three financial advisers expect client fees to rise as a result of the FCA’s new Consumer Duty - with more directly-authorised Financial Planners concerned than network members.
Read more ...Benchmark buys 32-adviser Swindon Planner
- Friday, 21 July 2023
- Articles
Schroders’ Benchmark Capital arm is to acquire 32-adviser, £755m AUM Swindon-based Unique Financial Planning.
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