Investment company purchases by advisers via platforms hit a record £1,298m in 2021, an increase of 23% on 2020.
Read more ...IFW returns to in-person wellbeing conference for Planners
- Friday, 25 March 2022
- Articles

The Initiative for Financial Wellbeing (IFW) is to return to an in-person, one-day annual conference for Financial Planners to be held in Bristol on 25 May.
Read more ...Kreston Reeves acquires Kent Financial Planning firm
- Thursday, 24 March 2022
- Articles

Kreston Reeves Financial Planning, part of the Craven Street Wealth group, has acquired Canterbury Financial Planner Tarvos Wealth, boosting its total assets under advice to £1.15bn.
Read more ...Defaqto adds fund analysis tools to Engage
- Thursday, 24 March 2022
- Articles

Fintech Defaqto has added fund analysis tools to its Financial Planning tool Defaqto Engage to help them with due diligence.
Read more ...NS&I holds Premium Bond rate
- Thursday, 24 March 2022
- Articles

NS&I has held its Premium Bond prize rate at 1% despite rate rises on its Income Bonds and Direct Saver products.
Read more ...Canada Life launches adviser portal
- Thursday, 24 March 2022
- Articles

Canada Life has launched a new mobile-friendly portal for financial advisers.
Read more ...Spring Statement ignores the elderly – Altmann
- Thursday, 24 March 2022
- Articles

The Spring Statement ignores the needs of the elderly and will lead to a rise in pensioner poverty, according to Baroness Ros Altmann.
Read more ...Janus Henderson looks to AllianceBernstein for new CEO
- Thursday, 24 March 2022
- Articles

Janus Henderson has appointed former AllianceBernstein CFO Ali Dibadj as its new CEO.
Read more ...Quilter chair Jones to step down in May
- Thursday, 24 March 2022
- Articles

Quilter plc chairman Glyn Jones is to step down at the company’s Annual General Meeting in May to pursue other interests.
Read more ...FCA warns on firms with exposure to crypto
- Thursday, 24 March 2022
- Articles

The Financial Conduct Authority has published a list of risk areas for regulated firms to consider when dealing with crypto assets.
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