Southport-based Ludlow Wealth Management has acquired the two-office Scottish Financial Planner Whyte Sharp as it looks to expand in Scotland and nationally.
Key Retirement is linking up with live-in care provider Elder to increase the range of options for financial advisers supporting retired clients.
The directors of a payday loan company who used money from a pension liberation scheme to pay off company debts have been banned for a total of 20 years.
Nearly six out of 10 financial advisers want the pensions lifetime allowance abolished, according to a poll of 102 advisers by SIPP provider Momentum.
Almost £15bn in large £1m+ gifts has been donated by individuals, foundations and corporations over the past decade since the financial crisis, according to wealth manager Coutts Million Pound Donors Report.
The Financial Conduct Authority in the UK and its US equivalent, the Securities and Exchange Commission (SEC) have issued warnings about a ‘fake regulator.’
False use of CFP and Chartered Financial Planner designations are widespread on adviser directories, a Which? investigation has found.
The Chartered Institute of Taxation (CIOT) has warned that two “significant” new penalties for tax abuse have come into effect following Royal Assent to the Finance (No. 2) Act 2017.
Chartered and Certified Financial Planner Jason Butler is to publish his second book this year - on financial well-being.
The rise of the mobile investors has helped wealth manager and investment provider Hargreaves Landsown double client numbers in less than 5 years to reach 1 million clients.
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