Wealth manager and Financial Planner Brooks Macdonald has completed the acquisition of Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.
George Kinder, founder of the holistic life planning movement, has launched a global campaign to encourage institutions to embed fiduciary standards into all of their processes to put client and public interests first.
Wealth manager Tavistock has confirmed that it will reposition the business after receiving £22m from The Saltus Partnership today for its network of 140 self-employed registered individuals.
Fast-growing Chartered Financial Adviser and wealth manager Skerritts has changed its name to Shackleton and acquired four financial advice businesses.
British savers put over £20bn into cash savings in October, the highest deposits ever seen outside of the Coronavirus pandemic.
The Personal Finance Society (PFS) has launched a programme of roadshows to be held across 24 locations in 2025.
Pension advice requests are dominating advisers' inboxes, with 9 out of 10 new requests from clients including retirement planning questions, according to a new report.
The Pensions Regulator (TPR) is to shift to a more prudential-style of regulation to protect savers from systemic risk.
Pension transfer specialist adviser Philip Pryke has been fined £1.4m by the FCA after his firm advised on 986 transfers, many of them not in the client’s best interests.
More than 9 in 10 financial advisers (95%) have had to apologise to clients for poor platform service in 2024, according to a new report.