Fintech and data provider Defaqto has unveiled new independent Consumer Duty Profiles for the top 20 most-frequently recommended discretionary MPS portfolios.
Adam & Company, the specialist Scottish wealth management firm and private bank, has hired Financial Planner Kevin Motion from Abrdn to help with its Financial Planning growth plans in Scotland following the acquisition of Glasgow-based £220m AUM Financial Planning firm Intelligent Capital in November.
The CISI has appointed Emma Black Chartered FCSI, co-founder and CEO of Cascade Cash Management, as its new President of the CISI North East Committee.
Financial planning-led wealth manager Atomos is continuing on the acquisition trail with the takeover of two regional advice firms.
A major new research report has revealed that white middle class men from higher socio-economic groups are 30 times more likely to succeed in financial services than working class, ethnic minority women.
Chartered Insurance Institute CEO Alan Vallance is to leave the organisation about three months earlier than planned.
Two investment advice firms have been declared as failed by the Financial Services Compensation Scheme.
Experienced financial services lawyer Rachel Kent is to succeed Amerdeep Somal as the Financial Regulators' Complaints Commissioner, starting a five-year term starting on 1 January.
The Financial Services Compensation Scheme faces a payout of up to £124m after declaring collapsed SIPP and SSAS firm Rowanmoor as failed.
The FCA has issued a public warning about an unauthorised investment firm called Charles Dickins Ltd (sic) which may be providing or promoting financial services products without permission.