Wealth manager and Financial Planner Evelyn Partners has added two new funds to its Sustainable MPS in its latest rebalance.
Read more ...Evelyn Partners adds 2 funds to Sustainable MPS in rebalance
- Thursday, 29 August 2024
- Articles
Tweed adds £80m in assets with fifth acquisition
- Thursday, 29 August 2024
- Articles
Tweed Wealth Management has acquired Glasgow-based Capital Wealth Consultants (CWC) as it expands into western Scotland.
Read more ...FSCS declares Huddersfield BSPS-linked firm in default
- Thursday, 29 August 2024
- Articles
The Financial Services Compensation Scheme has declared BSPS-linked adviser firm Mark Peter Houlbrook (FRN: 498168) in default over pension transfer advice, opening the door to compensation for ex-clients with valid claims.
Read more ...Nearly half of complaints to FOS from ‘professionals’
- Thursday, 29 August 2024
- Articles
New quarterly data today from the Financial Ombudsman Service has revealed a 70% jump in financial complaints, with nearly half of all complaints from professional representatives including claims management companies (CMCs).
Read more ...DB transfer activity surges in July
- Wednesday, 28 August 2024
- Articles
The number of defined benefit pension transfers in July surged to the highest level since August 2023.
Read more ...Estates paying IHT on gifts doubles
- Wednesday, 28 August 2024
- Articles
An increasing number of families are being caught out by unexpected inheritance tax bills on gifts made less than seven years before death.
Read more ...FCA to review protection product commissions
- Wednesday, 28 August 2024
- Articles
The Financial Conduct Authority said today it will launch a market study of the ‘pure protection’ market including term assurance products and critical illness cover.
Read more ...Fairstone appoints Abrdn’s Russell Bignall as group MD
- Tuesday, 27 August 2024
- Articles
Expanding Financial Planner and wealth manager Fairstone has appointed former Abrdn MD Russell Bignall as its new group managing director.
Read more ...Hoxton Capital Management rebrands to Hoxton Wealth
- Tuesday, 27 August 2024
- Articles
International Financial Planner Hoxton Capital Management has rebranded to Hoxton Wealth.
Read more ...Former Barclays Wealth CEO banned from senior roles
- Tuesday, 27 August 2024
- Articles
The former chief executive of Barclays Wealth during the 2008 financial crisis has been banned from performing senior manager functions.
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