Fast-growing financial Planner Finli Group, formerly Solomon Capital Holdings, has added a further six Financial Planning firms, to bring its total number of acquisitions in the last four months to 11.
SIPP savers are facing a ‘retirement mirage’ as their confidence about achieving a comfortable retirement outpaces their understanding of how they will achieve it.
Belmayne, the North Derbyshire firm of Financial Planners, has recruited Chartered Financial Planner Alex Napier to develop the firm’s reach into Sheffield.
Adviser platform business Wealthtime reported a 4% increase in AUA from £8.9bn to £9.2bn in the year to the end of December, despite challenging markets.
Two individuals have been sentenced to a combined 12 years in jail for their roles in a £1.5m crypto fraud.
Adviser platform Transact has launched a new integration with fintech Plannr which the two firms claim should speed up the account opening process.
The ninth annual World Financial Planning Day will take place on 8 October, Denver-based Financial Planning Standards Board Ltd (FPSB) has announced.
The aggregate surplus of UK pension schemes against long-term funding targets remained extremely positive at £189bn at the end of June, up £26bn compared to the end of June 2024.
A former analyst at asset manager Janus Henderson and his sister have been jailed for a combined 11 years for insider dealing and money laundering which netted them more than £1m.
One in six (15%) pension savers surveyed earlier this year say they have no idea who will be the beneficiary of their pension when they die.