The Quilter platform has seen assets in outsourced investments in DFM (Discretionary Fund Management) models and managed portfolio services soar by 331% since the end of 2020.
The FSCS and Police Scotland are investigating a Scottish adviser firm after it appeared that insurance premiums and potentially investment contributions were not being passed on to providers.
Chartered Financial Planner Rob Lewis has launched a new financial education website.
Simple defined contribution pension transfers took an average of 10.5 days to complete last year, according to new data.
The WASPI pensions campaign has written a letter to the Secretary of State for Work and Pensions threatening legal action unless the DWP reconsiders its decision to reject compensation.
Wealth manager and Financial Planner Brooks Macdonald has completed the sale of Brooks Macdonald Asset Management (International) to Canaccord Genuity Wealth.
The FCA has cancelled the part 4A regulatory permissions of Bromley-based firm HLU Ltd (FRN: 938123).
The Financial Conduct Authority’s review of ongoing advice data from 22 of the largest financial advice firms has found that suitability reviews were carried out in the vast majority of cases.
Bestinvest’s Spot the Dog report, which highlights consistently underperforming funds, has revealed that investors have £67.4bn tied up in 137 poorly performing ‘dog’ funds.
IHT receipts for the government in January leapt to £639m, up 15% on the £556m received in January 2024, according to new HMRC figures published today.