Fast growing national Financial Planning firm Wren Sterling has acquired the Financial Planning division of the Kent-based insurance broker and financial adviser the Howe Maxted Group.
Read more ...PIMFA sets out 5-year ‘financial health’ plan
- Tuesday, 16 July 2024
- Articles
Wealth management trade body PIMFA has published its agenda for government over the next five years of the current Parliament, calling for a combination of change and stability.
Read more ...DB pension and SIPP firm goes into administration
- Tuesday, 16 July 2024
- Articles
London-based IFA Donre Advisory Limited (FRN 513993) - which previously traded as Basi & Basi Financial Planning Limited and has a SIPP subsidiary - has gone into liquidation two months after the FCA restricted its business activities.
Read more ...69% of advisers unprepared for £5.5trn wealth transfer
- Tuesday, 16 July 2024
- Articles
More than two-thirds (69%) of advisers don’t have a plan in place to tackle one of the largest ever transfers of wealth due to take place between generations over the next 20-30 years.
Read more ...Government urged to announce Pensions Bill
- Tuesday, 16 July 2024
- Articles
The Government has been urged to announce a Pensions Bill during the King’s speech at the state opening of Parliament tomorrow.
Read more ...Nearly 3 million ex-retirees return to work
- Tuesday, 16 July 2024
- Articles
Some 2.8m over-50s in the UK have returned to work after being previously retired, according to new research from Legal & General.
Read more ...Transact owner reports record client funds
- Tuesday, 16 July 2024
- Articles
Integrafin (IHP), the parent company of adviser platform Transact, has reported advised client numbers rose 2% to a record 234,000 in the three months to the end of June.
Read more ...Defaqto buys fund research and ratings agency RSMR
- Tuesday, 16 July 2024
- Articles
Data provider Defaqto, owned by SimplyBiz parent Fintel, has conditionally acquired fund ratings and research agency RSMR for an undisclosed amount, subject to regulatory approval.
Read more ...Rosemount Financial Solutions partners with 7IM
- Monday, 15 July 2024
- Articles
Financial Planning network Rosemount Financial Solutions has entered into a 'strategic partnership' with platform and investment manager 7IM.
Read more ...Consumer Duty is spurring advisers to alter service
- Monday, 15 July 2024
- Articles
More than two in five advisers (43%) changed their client servicing approach as a direct result of the FCA's Consumer Duty introduced in July last year, according to a new study.
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