More than nine in ten (93%) wealth managers and financial advisers reckon that social media noise around stocks makes it harder to give professional advice to clients, according to a new study.
Read more ...MHA MacIntyre Hudson fined for audit breaches
- Tuesday, 09 July 2024
- Articles
National accountancy firm MHA MacIntyre Hudson, which has a wealth management arm, has been fined by the accountancy watchdog for audit breaches over a company that listed bonds on the stock market.
Read more ...Tavistock axes Titan deal over 'unacceptable performance'
- Tuesday, 09 July 2024
- Articles
Berkshire Financial Planner Tavistock has terminated its 10-year strategic investment partnership with Titan Wealth, blaming “unacceptable performance.”
Read more ...Guest Column: 5 ways to handle complaints better
- Tuesday, 09 July 2024
- Articles
With so many other challenges facing the wealth management sector, from legacy technology to developing compelling products and services, why are firms turning their attention to complaints?, writes Kate Monserrate, co-founder of advice and wealth management business consultancy Simplify Consulting.
Read more ...Skerritts buys £400m AUM Surrey Financial Planner
- Monday, 08 July 2024
- Articles
Acquisitive South Coast-based wealth manager and financial adviser Skerritts has acquired £400m AUM Surrey Financial Planning firm KMG Independent Limited - and its sister firm KMG Investment Management Limited - for an undisclosed sum.
Read more ...Iress appoints new UK executive managing director
- Monday, 08 July 2024
- Articles
Fintech and back office system provider Iress has promoted Alistair Morgan to a newly-created role of executive managing director - UK.
Read more ...Reeves 'honoured' to become first female Chancellor
- Monday, 08 July 2024
- Articles
As expected, Rachel Reeves has been appointed Chancellor of the Exchequer in Sir Keir Starmer’s first cabinet, announced after last week's election.
Read more ...Wealthtime cuts legacy asset provision to £10.5m
- Monday, 08 July 2024
- Articles
Adviser-focused platform Wealthtime (formerly Novia) has cut the amount of possible client compensation it has set aside over legacy assets to £10.5m.
Read more ...FCA warns firms about overseas appointed reps
- Monday, 08 July 2024
- Articles
The FCA has warned firms with overseas appointed representatives (OARs) that they need to carry out greater supervision.
Read more ...Labour must grasp pensions and advice nettles - experts
- Friday, 05 July 2024
- Articles
Leading industry pensions and advice sector experts have welcomed Labour’s victory as a chance to push forward some key financial reforms but some have raised questions about the clarity of Labour's pension and advice priorities.
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