An expanded ESG portfolio and new client acquisition has pushed Chartered Financial Planner firm The RU Group past a milestone £600m in assets under management.
Financial Planning and wealth management firm Tilney Smith & Williamson has added Explore Wealth Management’s team to its Newcastle office.
Financial Planning-focused wealth manager Succession Wealth is reportedly up for sale for approximately £400m, according to Sky News.
The Pensions Regulator (TPR) has today published new guidance to help trustees halt suspicious transfers.
A survey carried out for Talk Money Week, which launches today, has found that half of parents struggle to talk about money with their children.
Wealth manager trade body PIMFA has recruited platform and investment veteran Geoff Towers to its board as a non-executive director.
Asset manager Abrdn and consumer investment platform Interactive Investor have today both confirmed that talks are taking place which could see Abrdn acquiring Interactive Investor (ii) for £1.5bn.
The FCA has confirmed that it will begin regulating pre-paid funeral plans from 29 July.
A last minute decision by the Government to scrap plans for a 'get-out clause' which would have allowed some pension savers to avoid a rise in the Normal Minimum Pension Age will help cut down on scams, according to pensions experts.
Capital Gains Tax receipts are forecast to more than double from £9.2bn in 2021/22 to £19.7bn in 2026/27, according to Government predictions.