A new Treasury Report has highlighted the wealth management sector as “particularly vulnerable” to money laundering.
Read more ...Quilter’s David Tiller dies at 56 on walking holiday
- Tuesday, 03 January 2023
- Articles
David Tiller, commercial and propositions director at wealth manager and Financial Planner Quilter, has died at 56 while on a walking holiday with friends.
Read more ...Titan Wealth acquires Telford Mann
- Tuesday, 03 January 2023
- Articles
Wealth manager Titan Wealth is to acquire Chartered Financial Planning firm Telford Mann for an undisclosed sum.
Read more ...Pensions Ombudsman and Skeoch honoured
- Tuesday, 03 January 2023
- Articles
Anthony Arter and Keith Skeoch have both been honoured in the King’s first New Year’s Honours' List for services to the financial sector.
Read more ...2023 tax rises could drive Financial Planning demand
- Tuesday, 03 January 2023
- Articles
Frozen tax thresholds and a cut to the dividend tax allowance will see clients paying more tax in 2023, potentially leading to an increase in the number of Britons seeking financial advice.
Read more ...Assets increase by 6.3% at Redmayne Bentley
- Tuesday, 03 January 2023
- Articles
Assets under management and administration rose 6.3% year on year at investment manager, Financial Planner, and stockbroker Redmayne Bentley for the year ended 31 March 2022.
Read more ...PFS board response to CII expected early in 2023
- Friday, 30 December 2022
- Articles
The Personal Finance Society board will meet early in the New Year to discuss a formal response to intervention in its running by parent body the Chartered Insurance Institute.
Read more ...CISI's Amyr Rocha Lima: Are clients overwhelmed?
- Wednesday, 28 December 2022
- Articles
Looking ahead to 2023, as Financial Planners we must be aware of the opportunities and challenges that lie ahead in the world of Financial Planning.
Read more ...FCA extends suspension of 10% drop rule notifications
- Friday, 23 December 2022
- Articles
The FCA has extended its suspension of the requirement for firms to issue 10% depreciation notifications to investors.
Read more ...CII denies PFS board takeover is a cash grab
- Friday, 23 December 2022
- Articles
The Chartered Insurance Institute has denied that its move this week to take over the PFS board was about taking control of the PFS's near £20m in reserves.
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