Wednesday, 10 January 2024
Articles

County Durham-based firm D&G Financial Services Ltd (FRN: 208521) has been declared in default by the Financial Services Compensation Scheme.

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The average age of billionaires has dropped by 11 years since 2014 to 47 years old, according to a new report.

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The rise in popularity of Vanguard’s LifeStrategy 60% Equity multi-asset investment solution with advisers in 2023 challenges the myth that the old fashioned 60/40 strategy has had its day after a tough 2022, according to a new report.

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Financial Planner and wealth manager Quilter has appointed former Hargreaves Lansdown CEO Chris Hill as an independent non-executive director.

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Wednesday, 10 January 2024
Articles

 

Staff at The Pensions Regulator (TPR) are staging the first of a series of strikes today in pursuit of a long-running pay dispute.

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Derbyshire-based Chartered Financial Planner Martin Birch, a partner at Belmayne, has been shortlisted for two regional leadership awards.

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Long-serving Jupiter fund manager Ben Whitmore, who looks after around £10bn, is leaving the firm to start his own boutique fund management business.

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Aviva-owned wealth manager and Financial Planning group Succession Wealth has acquired Plymouth-based DFP Health & Wealth Management which has more than £165m in AUM.   

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SIPP and Financial Planning firm Mattioli Woods said it plans to more than double its intake of new trainee advisers to help address the 'advice gap.'

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The FCA has issued a warning notice to a pension adviser it has branded “reckless” after they gave unsuitable advice to customers to transfer out of their DB scheme over a four year period.

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