Financial Planning firm Harwood Wealth Management Group has revealed three new acquisitions.
KR Group, the specialist provider of financial solutions to the over 55’s, has appointed Charlie Moran as group data and business intelligence director.
Sanlam Investments has chosen Sustainalytics, a leading global provider of ESG research and ratings, to help enhance its investment capabilities in the UK and South Africa.
The Personal Finance Society (PFS) has warned over the “wider implications” of the FCA’s pension transfer review.
The Pension Scams Industry Group (PSIG), the voluntary body set up to support trustees, providers and administrators in combating pension scams, has appointed Tommy Burns as deputy chair.
The FCA has set out plans to ban advisers from contingent charging based on a positive recommendation to transfer out of a defined benefit scheme.
Quilter Investors has expanded its Cirilium range with the launch of its new Cirilium Blend Portfolios.
National advisory group LEBC has seen the pension pots of clients buying an annuity grow for a sixth successive year.
Goldman Sachs has dominated the latest mergers and acquisitions (M&A) league table of the top 10 financial advisers.
The confirmation of Boris Johnson led to an explosion in internet searches from investors trying to find out how the changes may affect their finances.