Adviser platform Nucleus has appointed two new platform directors to support the launch of a new retirement platform for Financial Planners.
Read more ...£432m acquisition of Mattioli Woods delayed by security act
- Thursday, 18 July 2024
- Articles
The private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has been delayed by a month due to delays getting approval by the Government due to national security.
Read more ...FCA calls on firms to improve treatment of politicians
- Thursday, 18 July 2024
- Articles
The FCA has told firms to do more to ensure politicians, senior public servants and their families are not treated unfairly.
Read more ...Advised client numbers rise 7% for AJ Bell
- Thursday, 18 July 2024
- Articles
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.
Read more ...Redmayne completes takeover of failed Blankstone
- Thursday, 18 July 2024
- Articles
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.
Read more ...Platform Fundment adds Lifetime ISA
- Wednesday, 17 July 2024
- Articles
Adviser investment platform Fundment has launched a Stocks & Shares Lifetime ISA (LISA), one of the few available on the market.
Read more ...King’s Speech outlines new Pension Schemes Bill
- Wednesday, 17 July 2024
- Articles
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.
Read more ...3 month delays in onboarding with wealth managers
- Wednesday, 17 July 2024
- Articles
Clients are facing delays of up to three months due to the lengthy onboarding processes of some wealth managers, according to a new report.
Read more ...Manchester to host PFS and CISI Planner conferences
- Wednesday, 17 July 2024
- Articles
Manchester is to host both the Personal Finance Society and CISI conferences for Financial Planners in October and November this year.
Read more ...Assets rise for Brooks despite continued outflows
- Wednesday, 17 July 2024
- Articles
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
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