A new comparison tool for assessing discretionary investment managers has been unveiled.
Mattioli Woods has acquired MC Trustees for £2.2 million.
An Australian-based Financial Planning technology platform provider has bought an English Sipp provider.
A key figure behind plans for a new Paraplanning standard says it has been frustrating to hear people simply dismissing it as a bad idea and called for them to “step outside the default mindset”.
Plans for Lifetime ISAs are rolling ahead despite criticism from leading industry figures, including the ex-Pensions Minister.
Nearly 1 in 5 failing to save anything for retirement
About one out of five people are still failing to save anything at all towards their retirement, a report has suggested.
The chief executive of Hargreaves Lansdown is leaving his job, it was announced this morning.
A new Financial Planning focused EIS Diploma is being launched this week.
The former chief executive of Partnership has been appointed as chairman of an equity release firm.
Curtis Banks Group achieved an operating profit of £1.631million and administered 67,161 Sipps in the six months to the end of June.