Financial Planning and cashflow modelling software provider Voyant has partnered with behavioural finance firm Oxford Risk to integrate their products.

Read more ...

The Financial Services Compensation Scheme, the safety-net scheme for retail investors, declared eight firms in default in June and July, it has confirmed.

Read more ...

 

Financial Planning group and platform provider Quilter today reported "record" first half results with a 164% rise in core net inflows to £1.7bn.

Read more ...

Fast-growing national Financial Planning firm Perspective Financial Group has notched up nine acquisitions so far this year, including the acquisition of four client books from its self-employed advisers.

Read more ...

The Financial Services Compensation Scheme has opened an investigation into media investment firm Great Point Investment Ltd (FRN 606798) after the firm entered creditors’ voluntary liquidation on 30 July.

Read more ...

The amount of fee income and commission regulated IFA firms made last year both fell from record highs in 2022, according to new data published by the FCA.

Read more ...

Adviser platform Transact has rolled out a new Family View tool which allows clients and planners to view multiple portfolios through one account and supports inter-generational planning.

Read more ...

Manchester-based claims management company Match Me Legal (FRN 838981) has had its authorisation revoked by the FCA after it failed to pay the regulator’s fees and levies.

Read more ...

Investment manager and Financial Planning group Abrdn has reported net inflows of £800m for the first half of the year, a major turnaround from £5.2bn of net outflows posted in the first six months of 2023.

Read more ...

Hargreaves Lansdown has given a private equity consortium four more days to firm up its £5.4bn offer for the company after already extending the deadline twice.

Read more ...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/