The former principal partner of wealth manager WealthTek, John Dance, is to stand trial in connection with allegations of a £64m fraud and money laundering charges.
Read more ...Chartered Planner adds 3 multi-asset fund of funds
- Tuesday, 25 February 2025
- Articles
Leicester-based Chartered Financial Planning firm Boolers has launched three new multi-asset fund of funds to expand its investment offering to clients.
Read more ...1 in 4 funds at risk of greenwashing
- Tuesday, 25 February 2025
- Articles
One in four (23%) of all article 8 funds remain at risk of greenwashing, according to a new report.
Read more ...Quilter platform sees 331% rise in outsourced investments
- Tuesday, 25 February 2025
- Articles
The Quilter platform has seen assets in outsourced investments in DFM (Discretionary Fund Management) models and managed portfolio services soar by 331% since the end of 2020.
Read more ...FSCS and police probe Scottish adviser firm
- Tuesday, 25 February 2025
- Articles
The FSCS and Police Scotland are investigating a Scottish adviser firm after it appeared that insurance premiums and potentially investment contributions were not being passed on to providers.
Read more ...Chartered Planner launches financial education website
- Tuesday, 25 February 2025
- Articles
Chartered Financial Planner Rob Lewis has launched a new financial education website.
Read more ...Pension transfer times fall despite volumes rising
- Monday, 24 February 2025
- Articles
Simple defined contribution pension transfers took an average of 10.5 days to complete last year, according to new data.
Read more ...WASPI women threaten Government with legal action
- Monday, 24 February 2025
- Articles
The WASPI pensions campaign has written a letter to the Secretary of State for Work and Pensions threatening legal action unless the DWP reconsiders its decision to reject compensation.
Read more ...Brooks completes £50m sale of international business
- Monday, 24 February 2025
- Articles
Wealth manager and Financial Planner Brooks Macdonald has completed the sale of Brooks Macdonald Asset Management (International) to Canaccord Genuity Wealth.
Read more ...FCA cancels permission of Bromley-based advice firm
- Monday, 24 February 2025
- Articles
The FCA has cancelled the part 4A regulatory permissions of Bromley-based firm HLU Ltd (FRN: 938123).
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