The Government has issued draft regulations to address concerns about scam risks for members of small self-administered schemes (SSAS).
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The Schroder Asian Total Return Investment Company (ATR) has agreed to merge with fellow investment trust Pacific Assets Trust.
Titan Wealth is to buy Progeny International, the overseas arm of Financial Planner Progeny Group, for an undisclosed sum.
Eight Financial Advice has acquired Banbury-based fellow St James’s Place partner practice Swann Financial for an undisclosed sum.
Guinness Global Investors is to acquire Foresight Group’s public markets division, Foresight Capital Management (FCM), to expand its real asset strategies.
Financial Planning network Rosemount Financial Solutions (IFA) has added an AI-powered tool designed to simplify dealing with ceding scheme providers.
Financial Planning firm Finli Group has donated £10,000 to Alzheimer’s Society and Alzheimer Scotland two months into its new charity partnerships programme.
Agentic artificial intelligence will form a core part of the new Intelliflo Office practice management system set to launch later this year.
Chartered Financial Planning firm Beckett Investment Management has acquired fellow East Anglian advice firm Norfolk & Suffolk Financial Services for an undisclosed sum.