Acquisitive Financial Planning group Perspective Financial Group has acquired Cambridgeshire-based Ramsey Financial for an undisclosed sum.
Read more ...Jupiter sees £1.9bn retail net outflows in Q1
- Tuesday, 26 April 2022
- Articles
Investment manager Jupiter has reported £1.9bn of net outflows from retail investors in the first quarter of the year.
Read more ...M&G Wealth adds six ESG model portfolios
- Tuesday, 26 April 2022
- Articles
M&G’s Financial Planning arm M&G Wealth has added a new range of six model portfolios focused on investing globally and incorporating ESG factors in its investment process.
Read more ...Hybrid advice start-up acquires London IFA
- Tuesday, 26 April 2022
- Articles
Hybrid advice start-up Aventur - founded by a former SJP partner and an ex-Fairstone IFA - has acquired South Woodford-based IFA JPSL Financial Services for an undisclosed sum.
Read more ...Trust company goes into administration
- Monday, 25 April 2022
- Articles
The Philips Trust Corporation Limited - which administered 2,400 trusts - has gone into administration.
Read more ...Third of families share financial adviser
- Monday, 25 April 2022
- Articles
One in three (33%) advised families share the same financial adviser across multiple households of the same family, according to new research.
Read more ...Surge in trust registrations expected ahead of deadline
- Monday, 25 April 2022
- Articles
A surge in the registration of new and existing trusts with HMRC is expected ahead of the deadline of 1 September.
Read more ...Revenues rise 80% for Frenkel Topping in 2021
- Monday, 25 April 2022
- Articles
Revenues increased 80% (year-on-year) to £18.4m at financial advice firm Frenkel Topping for the year ending 31 December 2021.
Read more ...Kingswood appoints Lawrence as group CEO
- Monday, 25 April 2022
- Articles
Acquisitive Financial Planning group Kingswood has appointed David Lawrence as group CEO.
Read more ...FCA uses emergency powers to restrict BSPS advice firms
- Monday, 25 April 2022
- Articles
The Financial Conduct Authority today used emergency powers to block many of the financial advice firms who gave advice to members of the British Steel Pension Scheme (BSPS) from selling assets to avoid paying compensation.
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