West Yorkshire adviser firm Reis Financial Planning Ltd (FRN: 673257) has been declared in default by the Financial Services Compensation Scheme today after a first claim against the firm was upheld.
Read more ...Net flows continue negative trend for Utmost
- Thursday, 20 February 2025
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Wealth manager Utmost Wealth Solutions has reported a second year of net outflows, with total net outflows of £0.4bn in 2024, according to a trading statement released today.
Read more ...2 in 3 set to delay retirement due to finances
- Thursday, 20 February 2025
- Articles
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More than 2 in 3 workers (70%) expect to delay retirement and continue to work due to financial reasons, according to a new report.
Read more ...Hargreaves backs Bristol Uni financial wellbeing course
- Thursday, 20 February 2025
- Articles
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Hargreaves Lansdown has partnered with the University of Bristol to provide a financial wellbeing course for its students.
Read more ...Tavistock completes takeover of £3bn AUM DFM
- Thursday, 20 February 2025
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Wealth manager Tavistock has completed its £6m deal to buy asset manager and Discretionary Fund Manager (DFM) Alpha Beta Partners (ABP).
Read more ...Senior FCA exec defends email deletion
- Wednesday, 19 February 2025
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The FCA has defended its plans to delete emails after one year and denies it is trying to hide evidence and avoid scrutiny.
Read more ...High spending retirees could run out pension 10 years early
- Wednesday, 19 February 2025
- Articles
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Many retirees could empty their pension pots by their late 70s - leaving nine years of retirement unfunded, a major pension provider has warned.
Read more ...PFS reveals Purely Paraplanning 2025 event details
- Wednesday, 19 February 2025
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The Personal Finance Society (PFS) has revealed details of the programme for its Purely Paraplanning 2025 conference which takes place in central London on 7 May.
Read more ...CPI jumps to 3% with further rises likely
- Wednesday, 19 February 2025
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The 12 month CPI rate of inflation - the most widely used inflation measure - spiked up in January to 3% from 2.5% in December.
Read more ...Retail wealth market to hit £9trn by 2029
- Tuesday, 18 February 2025
- Articles
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The long-term prospects of the retail wealth management industry remain robust despite facing headwinds such as geopolitical uncertainty, rising costs, volatility and a shifting regulatory framework, according to a new study.
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