The FCA is offering up to £30,000 to people who successfully submit a research proposal that the regulator reckons will lead to a publishable report on growth, competitiveness or regulation.
Read more ...Cheshire adviser wins CII/PFS apprenticeship prize
- Monday, 25 November 2024
- Articles
Joshua Anderson of Fidenti Wealth of Sandbach in Cheshire has been named Financial Adviser Apprentice of the Year in the CII/PFS latest annual Financial Planning apprenticeship awards.
Read more ...Ilana Miller: Can Gestalt help close the advice gap?
- Monday, 25 November 2024
- Articles
In this Guest Column for Financial Planning Today, Ilana Miller, investment lead, distribution at Royal London, looks at some potential answers to the advice gap.
Read more ...FCA criticises insurers over bereavement handling
- Monday, 25 November 2024
- Articles
The FCA has called on insurance firms to improve bereavement handling times and share best practice after it found it took up to 122 days to process a claim.
Read more ...Barclays fined £40m for 'reckless' action in 2008
- Monday, 25 November 2024
- Articles
Barclays Bank has been fined £40m for failing to disclose a fund raising deal with Qatari entities in 2008 at the height of the financial crisis in that year.
Read more ...MKC Wealth acquires 2 firms in Greater Manchester
- Monday, 25 November 2024
- Articles
MKC Wealth, the expanding wealth manager backed by Cabot Square Capital, has acquired two adviser firms.
Read more ...IHT receipts set to hit £8.5bn this year
- Friday, 22 November 2024
- Articles
Inheritance tax (IHT) receipts are on course to be around 40% higher than three years ago following the first seven months of official data for the current tax year.
Read more ...Platforms Association tops 40 members
- Friday, 22 November 2024
- Articles
Newly-launched trade association The Platforms Association has expanded to 46 members just two months after launching.
Read more ...Tavistock acquires £3bn AUM asset manager ABP
- Friday, 22 November 2024
- Articles
Wealth manager Tavistock has acquired asset manager ABP as it completes its sale of its financial advice businesses, Tavistock Partners Limited and Tavistock Partners (UK) Limited, to Saltus.
Read more ...Chartered Planner adds £90m AUM with Surrey acquisition
- Friday, 22 November 2024
- Articles
Chartered Financial Planner firm The Penny Group has acquired fellow Openwork Partnership firm Surrey-based Whiting Financial.
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