Experienced former Financial Planner Tony Fields has launched a new 'post-pandemic' personal coaching business called The Katalyst Coach.
The Personal Finance Society is working on producing guidance on diversity and inclusion programmes for Financial Planners.
Advised net inflows rose 36% year on year to £3.8bn at investment platform AJ Bell for the year ended 30 September.
Third quarter gross inflows at wealth manager St James’s Place rose strongly by £1.27bn to £4.32bn, the company reported today.
Edinburgh-based SIPP operator Forthplus Pensions has gone into administration following a string of complaints to the Ombudsman about the firm’s due diligence.
The National Audit Office, the UK’s independent public spending watchdog, is to investigate the FCA’s handling of the British Steel Pension Scheme restructuring.
The Financial Conduct Authority has fined Credit Suisse £147m for serious financial crime due diligence failings over £940m of “tainted” loans to Mozambique.
Three-quarters of advisers have changed their investment processes as a result of the collapse of Woodford Investment Management.
Wealth Manager and Financial Planner Tilney Smith & Williamson has agreed terms for a new office in Cardiff.
A new Financial Planning and fund management firm launched today with the acquisition of Charter Financial Planning and Rice Whatmough Crozier.