The Chartered Insurance Institute (CII) is to move its headquarters and London base from the Walkie Talkie building to 30 Old Broad Street from 2 March.
Adviser platform Transact is to reduce costs for more family members from 1 April.
Wealth manager and financial adviser Verso has opened a £4m loan facility with digital bank Oaknorth to boost its acquisition of UK IFA firms.
Investment manager Marlborough has promoted Dom Clarke to CEO.
Eight Financial Planning firms achieved Chartered Insurance Institute (CII) Corporate Chartered status in the second half of 2025.
The Serious Fraud Office (SFO) has begun a £300m fraud and bribery investigation into listed UK social housing company investment vehicle Home REIT.
Wealth manager Brooks Macdonald has reported net inflows of £50m for the quarter ended 31 December, its first quarter of positive net flows since 2023.
The FSCS has declared two failed financial adviser firms in default, opening the door to ex-clients with valid claims to seek compensation.
Partners Wealth Management (PWM), the financial advice firm owned by Seven Investment Management, has rebranded following a series of acquisitions.
The Chancellor’s proposed changes to the Cash ISA in her November Budget risk complicating the ISA landscape and confusing consumers, according to the Treasury Committee.