Recently founded Financial Planning and fund management firm One Four Nine Group has launched an in-house discretionary fund management (DFM) service.
Read more ...Lack of client familiarity key barrier to ESG
- Monday, 22 November 2021
- Articles
Lack of client familiarity with what ESG stands for is the biggest barrier for advisers to recommending more ethical and environmental investment options.
Read more ...Tenet hires regional manager to boost growth
- Monday, 22 November 2021
- Articles
Acquisitive financial adviser group Tenet has appointed Paul Day as regional business manager.
Read more ...Fiducia restarts financial education initiative
- Monday, 22 November 2021
- Articles
Chartered Financial Planner firm Fiducia Wealth Management has restarted its financial literacy educational programme.
Read more ...Business as usual 'not an option' says LV=
- Monday, 22 November 2021
- Articles
Business as usual is not an option for LV= as the provider says it needs £100m investment.
Read more ...LV= chair to quit after private equity deal rejected
- Monday, 22 November 2021
- Articles
LV= chairman Alan Cook is to step down after a £530m recommended deal by a US private equity firm to take over the mutual failed to win enough support from LV= members.
Read more ...STM hit by £400,000 revenue dip
- Friday, 19 November 2021
- Articles
STM Group, the international SIPP and financial services provider, has seen a £400,000 hit to revenue this year as SIPP business slowed, the firm reported in a trading update today.
Read more ...Tax avoidance risk tool launched by HMRC
- Friday, 19 November 2021
- Articles
HMRC has launched a new tool to help self employed agency and contract workers employed through an umbrella company spot whether they are at risk of tax avoidance.
Read more ...IWP hires 2 senior execs for further growth
- Friday, 19 November 2021
- Articles
Expanding Financial Planning group Independent Wealth Planners (IWP) has appointed two seasoned professionals to two newly-created senior roles as it plans further growth.
Read more ...Falling gilt yields push up DB transfer values to record highs
- Friday, 19 November 2021
- Articles
Falling gilt yields pushed DB transfer values to a new record high of £265,200 on 28 October.
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