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.
The Financial Services Compensation Scheme recovered more than £56m from failed firms over the past year, up nearly £2m on the £54m recovered the year before.
North American funds saw £622m in outflows in May, according to the latest data from the Investment Association.