The FCA has told firms to do more to ensure politicians, senior public servants and their families are not treated unfairly.
Total advised customers rose 7% year-on-year to 168,000 for investment platform AJ Bell, according to a trading update from the firm today.
Long-established wealth manager and stockbroker Redmayne Bentley has completed the acquisition of the client assets of failed Liverpool wealth manager and stockbroker Blankstone Sington.
Adviser investment platform Fundment has launched a Stocks & Shares Lifetime ISA (LISA), one of the few available on the market.
The King has outlined a new Pension Schemes Bill today as part of the new Government’s plans in his speech at the State Opening of Parliament.
Clients are facing delays of up to three months due to the lengthy onboarding processes of some wealth managers, according to a new report.
Manchester is to host both the Personal Finance Society and CISI conferences for Financial Planners in October and November this year.
Fund under management rose 7% year-on-year to £18bn for Financial Planner and wealth manager Brooks Macdonald for its financial year ended 30 June
Fast growing national Financial Planning firm Wren Sterling has acquired the Financial Planning division of the Kent-based insurance broker and financial adviser the Howe Maxted Group.
Wealth management trade body PIMFA has published its agenda for government over the next five years of the current Parliament, calling for a combination of change and stability.