Seven firms, including several Financial Planning firms, have achieved Corporate Chartered status with the Chartered Insurance Institute (CII) during September and October.
Read more ...FCA convicts duo for £1.5m clone websites scam
- Thursday, 07 November 2024
- Articles
Two individuals running a fake investment scam - which used clone websites and other methods to target investors - have been convicted by the FCA for their roles in a £1.5m fraud.
Read more ...4 in 5 finance professionals using AI-enabled software
- Thursday, 07 November 2024
- Articles
Four in five finance professionals (85%) are already using AI-powered Financial Planning and analysis software, according to a new survey.
Read more ...Investors pull £2.4bn from equities in September
- Thursday, 07 November 2024
- Articles
Retail investors pulled £2.4bn in net outflows from equities in September due to uncertainty around the Autumn Budget, according to the latest data from the Investment Association.
Read more ...FCA promises to cut Consumer Duty duplication and confusion
- Thursday, 07 November 2024
- Articles
The FCA has given one of its strongest hints yet that reform of the Consumer Duty is on the way and what direction it might take.
Read more ...ASHL sells off LYNC Wealth Management
- Wednesday, 06 November 2024
- Articles
National financial adviser firm Adviser Services Holdings Ltd (ASHL) has struck a deal to sell its LYNC Wealth Management arm to an affiliate of platform and wealth manager 7IM group.
Read more ...Industry reacts to Trump victory with caution
- Wednesday, 06 November 2024
- Articles
Donald Trump’s victory in the US Presidential election could cause volatility in US and global markets, according to Financial Planners and investment professionals.
Read more ...1 in 3 mass affluent savers boosting pension contributions
- Wednesday, 06 November 2024
- Articles
A third (32%) of mass affluent savers between 35 and 54 are planning to increase their pension contributions, according to a new study.
Read more ...One Four Nine acquires Chartered Financial Planner
- Wednesday, 06 November 2024
- Articles
The Financial Planning arm of national financial adviser One Four Nine Group has acquired Nottingham-based Castlegate Capital, a Chartered Financial Planning firm.
Read more ...Scottish Widows adds new income protection plan to Exchange
- Wednesday, 06 November 2024
- Articles
Scottish Widows has made its new income protection (IP) product available through the Exchange online quote and buy system used by advisers.
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