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Financial Planners play a unique role in the lives of their clients for many years so, for clients, losing their planner due to retirement or business exit, can be a challenging and disconcerting time.
The FCA is to consult on ground-breaking proposals to launch capital-raising retail platforms to raise money for expanding firms.
The number of new equity release customers jumped by 12% to 5,240 in Q2 as the market recovered from a downturn last year, according to the Equity Release Council’s latest quarterly market report.
Fund manager Jupiter has reported pre-tax profits for the latest half year up by £3.9m to £38.7m.
Over one in three financial services firms (36%) have been penalised at least once in the past 12 months for failing to meet regulatory requirements, according to a new report.
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The FCA has issued a £3,503,546 fine to CB Payments Limited (CBPL) for repeatedly breaching a requirement preventing it from offering services to high-risk customers.
Iress has added integration with artificial intelligence-powered adviser assistant tool PlannerPal to its cloud-based advice and wealth management software Xplan.
The FCA has cancelled the permissions of Brentford-based Ekara Health Ltd (FRN 940007).
Titan Wealth has acquired Dubai-based Financial Planning and wealth management firm AHR Group for an undisclosed sum in its first international deal.