SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Standard Life for an undisclosed sum.
Financial advice firms with between 6 and 50 advisers are increasingly adopting customised platform models, according to new research.
The number of global Certified Financial Planner (CFP) professionals passed 230,000 for the first time in 2024, latest data shows.
Expanding Chartered Financial Planner Lumin Wealth has acquired Berkshire-based £50m AUM Financial Planner Professional Financial Centre - PFC (Thames Valley).
The number of adviser gilt purchases through AJ Bell Investventre’s gilt dealing service increased by 436% in 2024.
Proposals for softening the Budget crackdown on non-dom individuals have failed to reverse the wave of departures of wealthy people from the UK, according to a new report.
We can expect the robust growth of annuities in 2024 to continue this year, with another potentially record year for sales possible, according to industry commentators.
Sales of pension annuity contracts jumped 24% in 2024 to 89,600, according to new data from the Association of British Insurers (ABI).
Wealth manager and Financial Planner Evelyn Partners has reported record AUM of £63bn for 2024 in its latest quarterly trading update published today.
MPs on the influential Treasury Committee have today called on the FCA to explain its role in the shock departures of the Financial Ombudsman CEO and chair over the past few days.