Integrafin (IHP), the parent company of adviser platform Transact, has reported advised client numbers rose 2% to a record 234,000 in the three months to the end of June.
Read more ...Defaqto buys fund research and ratings agency RSMR
- Tuesday, 16 July 2024
- Articles
Data provider Defaqto, owned by SimplyBiz parent Fintel, has conditionally acquired fund ratings and research agency RSMR for an undisclosed amount, subject to regulatory approval.
Read more ...Rosemount Financial Solutions partners with 7IM
- Monday, 15 July 2024
- Articles
Financial Planning network Rosemount Financial Solutions has entered into a 'strategic partnership' with platform and investment manager 7IM.
Read more ...Consumer Duty is spurring advisers to alter service
- Monday, 15 July 2024
- Articles
More than two in five advisers (43%) changed their client servicing approach as a direct result of the FCA's Consumer Duty introduced in July last year, according to a new study.
Read more ...Chancellor urged to merge ISAs
- Monday, 15 July 2024
- Articles
Investment platform AJ Bell has written to new Chancellor Rachel Reeves urging the government to merge all the different ISA types to make life easier for investors and unlock £30bn currently sitting in cash ISAs.
Read more ...Cost of retirement climbs to £36,480 a year - report
- Monday, 15 July 2024
- Articles
The cost of a moderate retirement income is £25,000 per year for a single person and £36,480 for a couple, according to the latest data from Hargreaves Lansdown’s Savings and Resilience Barometer, published today.
Read more ...Troubled WH Ireland sells capital markets division
- Monday, 15 July 2024
- Articles
Troubled wealth manager and financial services firm WH Ireland has sold its capital markets division to Zeus Capital to help stabilise its finances.
Read more ...Evelyn appoints regional Financial Planning head
- Monday, 15 July 2024
- Articles
Wealth manager and Financial Planner Evelyn Partners has appointed Charlotte Platts to drive Financial Planning growth for the firm in Northern England, Scotland and Northern Ireland.
Read more ...FCA bans director for selling unauthorised investments
- Monday, 15 July 2024
- Articles
The FCA has prohibited former investment adviser and company director Clive Harris Mongelard, also known as Clive Harris and Clive Lindsey, from performing any regulated activity function.
Read more ...Platform One adds new office to support growth
- Monday, 15 July 2024
- Articles
Platform and SIPP provider Platform One has opened a third office as it looks to support further growth aspirations.
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