The Financial Conduct Authority has called on wealth managers to justify high fees and prove value for money in a 'Dear CEO' letter.
Read more ...FSCS levy forecast to soar to £415m next year
- Thursday, 09 November 2023
- Articles
The total levy to pay for the cost of the Financial Services Compensation Scheme is set to soar by £145m from £270m this year to £415m in 2024/25.
Read more ...SIPP provider Alltrust launches white-label platform
- Wednesday, 08 November 2023
- Articles
Alltrust has partnered with Platform One to launch a white-label investment and custody platform.
Read more ...7 in 10 advisers expect clients to delay retirement
- Wednesday, 08 November 2023
- Articles
Nearly 7 in 10 financial advisers (67%) expect clients to postpone retirement due to cost of living concerns, according to a new report.
Read more ...2 in 5 advisers facing issues attracting new clients
- Wednesday, 08 November 2023
- Articles
Around two in five (40%) financial advisers see finding and attracting new clients as the biggest challenge facing their businesses, according to a new report.
Read more ...Congrats to our Reader Survey Prize Draw winners
- Wednesday, 08 November 2023
- Articles
Many congratulations to the five winners of our 2023 Financial Planning Reader Survey Prize Draw.
Read more ...Private equity firm to acquire Titan Wealth
- Wednesday, 08 November 2023
- Articles
US private equity firm Parthenon Capital is to acquire a majority share of wealth manager and Financial Planner Titan Wealth later this month.
Read more ...CPW acquires £220m AUM Creaseys Wealth joint venture
- Wednesday, 08 November 2023
- Articles
Private equity-funded Financial Planner Cooper Parry Wealth (CPW) has made its third acquisition this year by fully taking over its £220m AUM Tunbridge Wells-based joint venture Creaseys Wealth.
Read more ...Battle for platform clients could fuel consolidation - report
- Tuesday, 07 November 2023
- Articles
Further consolidation in the direct to consumer platform sector is on the cards as providers struggle to find new business, according to investment consultancy Fundscape.
Read more ...King's Speech disappoints pension experts
- Tuesday, 07 November 2023
- Articles
The absence of a Pensions Bill in today’s King’s Speech is was “frustrating” and “disappointing”, according to pension experts.
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