Investment vehicle Pension SuperFund Capital has lowered its offer for SIPP provider STM Group from 70p per share to 67p per share.
Read more ...Paraplanners wary about use of AI
- Tuesday, 05 September 2023
- Articles
Paraplanners want better tech tools but are wary about using Artificial Intelligence (AI) to improve productivity, a new survey of Paraplanners has revealed.
Read more ...Scottish adviser firm fails with BSPS claims
- Tuesday, 05 September 2023
- Articles
Scottish financial adviser firm MLM Wealth Management Limited (trading as MLM Financial Services / FRN 784277) has been declared as failed by the Financial Services Compensation Scheme (FSCS).
Read more ...BRI Wealth acquires 2 Midlands Financial Planners
- Tuesday, 05 September 2023
- Articles
Coventry-based BRI Wealth Management has expanded its Midlands presence with the acquisition of two Financial Planning firms.
Read more ...62% say pension saving remains ‘a high priority’
- Tuesday, 05 September 2023
- Articles
More than six in 10 adults (62%) say that saving for retirement remains a “high priority”, despite the challenges of the cost of living crisis.
Read more ...Canadians buy controlling stake in 7IM for £255m
- Tuesday, 05 September 2023
- Articles
Investment trust Caledonia Investments has sold its majority stake in investment manager and platform 7IM for £255m.
Read more ...Standard Life rejoins burgeoning annuity market
- Monday, 04 September 2023
- Articles
Standard Life has re-entered the annuity market as annuity rates rise and demand for annuities surges.
Read more ...Key founder of adviser regulation dies at 93
- Monday, 04 September 2023
- Articles
One of the key figures in the early days of financial intermediary regulation, Lord Elton, has died at the age of 93.
Read more ...Ex-Brooks director launches DFM-based wealth manager
- Monday, 04 September 2023
- Articles
Former Brooks Macdonald investment director Daniel Minett has teamed up with platform P1 Investment Services to launch his own DFM-based wealth management firm.
Read more ...Financial Planner recruits 2 ex-Rugby professionals
- Monday, 04 September 2023
- Articles
Newcastle-based Financial Planning firm Professional Wealth Management (PWM) has recruited former Newcastle Falcons professional rugby players Alex Tait and Will Welch for new careers as Financial Planners.
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