The FCA has launched a consultation on plans to make serious bullying and harassment in financial firms a misconduct offence.
Adviser network ValidPath has today launched what's been called an 'e-Harmony-style' match-making Client Buyout Programme (CBO) to connect buyers of IFA firms in its network with advisers nationally looking to exit the profession and retire.
Bristol Financial Planning firm Frazer James has scrapped its advice initial fee, “to remove the barriers that stop people from getting great financial advice.”
FCA fines are on course to hit their lowest annual total since the regulator was created in 2013, according to new analysis.
Wealth manager Brooks Macdonald has launched a new Financial Planning brand known as Brooks Financial.
Financial Planner and wealth manager Evelyn Partners has completed the sale of its fund solutions business to collective investment scheme manager Thesis for an undisclosed amount.
Aviva-owned Financial Planning-focused Succession Wealth has completed the integration of Leeds-based Financial Planning and wealth manager True Wealth Group.
Expanding Financial Planner and wealth manager Fairstone is to appoint a new, as yet unnamed, chief executive to replace founder Lee Hartley.
Aegon Asset Management has launched the UK-domiciled Aegon Global Income Fund, which it said was designed to deliver a premium yield and long-term capital growth.
The HNW-focused investment manager Wealth Club said the amount invested across its platform has climbed 17% to £1.644bn.