In this exclusive Guest Column for Financial Planning Today, Andy Agathangelou, founder of the Transparency Task Force, looks at why regulation is failing to protect consumers, the human misery caused by financial crime and how Financial Planners can help.
Read more ...Glasgow Planner sells client book to Evelyn Partners
- Thursday, 28 July 2022
- Articles

Callan Anderson, founder and owner of boutique Financial Planning firm Equilibrium Financial Consultancy, has sold the firm’s client book to Evelyn Partners.
Read more ...SJP FUM drops by nearly £12bn in first half
- Thursday, 28 July 2022
- Articles

Wealth manager St James’s Place has reported a fall of nearly £12bn in Funds Under Management for the six months ended 30 June.
Read more ...FSCS probes 'ISA' firm which breached permissions
- Thursday, 28 July 2022
- Articles

Marvell Enterprises Limited has been declared under investigation by the Financial Services Compensation Scheme (FSCS).
Read more ...FCA launches cost of living crisis guidance for firms
- Thursday, 28 July 2022
- Articles

The FCA has launched a new section on its website to give regulated firms regularly updated guidance on helping clients hit by the cost of living crisis.
Read more ...Private equity-backed firm acquires Metis Wealth
- Wednesday, 27 July 2022
- Articles

Hurst Point Group has agreed to acquire Financial Planner and wealth manager Metis Wealth and Metis Asset Management.
Read more ...Curtis Banks adds pension calculation tools
- Wednesday, 27 July 2022
- Articles

SIPP provider Curtis Banks has added new tools and calculators to help Financial Planners tackle complex pension calculations.
Read more ...Planner questions Consumer Duty enforcement
- Wednesday, 27 July 2022
- Articles

Financial Planners have mostly welcomed the FCA's new Consumer Duty but one leading Financial Planner has shared concerns about how the new rules will be enforced.
Read more ...Pre-tax profit dips for WH Ireland amid tough market conditions
- Wednesday, 27 July 2022
- Articles

Wealth manager and Financial Planner WH Ireland has reported a drop in full year pre-tax profit from £1.5m to £1.4m despite an 11% rise in revenue to £32m.
Read more ...Planners have nothing to fear from Consumer Duty say providers
- Wednesday, 27 July 2022
- Articles

Financial Planners have nothing to fear from the Financial Conduct Authority’s (FCA) new Consumer Duty rules, according to providers.
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