Scottish Financial Planning firm Acumen has added five new Financial Planners and paraplanners to its Aberdeenshire, Edinburgh and Glasgow offices.
Sales of annuities surged more than a fifth during the first three months of the year to reach their highest level for eight years.
The FCA has halted regulated business at 'no client' Mayfair-based financial adviser Kingsbridge Capital Advisors Ltd (KCAL) over non payment of FCA fees.
Campaigners have launched a new group to fight pensions inequalty with the backing of over 20 pensions companies and organisations.
The Chartered Institute for Securities & Investment, the professional body which provides the Certified Financial Planner designation in the UK, has appointed two new branch Presidents.
Integrafin, parent company of platform Transact, suffered a near £4m fall in IFRS pre-tax profit in the half year to 31 March as it was hit by rising costs and adverse markets.
Investment and energy provider Octopus Group has launched a workplace-channel financial guidance brand.
Total funds under management and administration fell 12% in 2022 to £10.3bn for wealth manager JM Finn (2021: £11.7bn).
Financial advisers are changing their attitudes on vulnerable clients, particularly on mental health challenges, according to a new report.
The Financial Services Compensation Scheme has cut its 2023/24 levy for the Life Distribution & Investment Intermediation class - which includes financial advisers -by £4.4m.