Derbyshire-based Chartered Financial Planner Martin Birch, a partner at Belmayne, has been shortlisted for two regional leadership awards.

Long-serving Jupiter fund manager Ben Whitmore, who looks after around £10bn, is leaving the firm to start his own boutique fund management business.

Aviva-owned wealth manager and Financial Planning group Succession Wealth has acquired Plymouth-based DFP Health & Wealth Management which has more than £165m in AUM.   

SIPP and Financial Planning firm Mattioli Woods said it plans to more than double its intake of new trainee advisers to help address the 'advice gap.'

The FCA has issued a warning notice to a pension adviser it has branded “reckless” after they gave unsuitable advice to customers to transfer out of their DB scheme over a four year period.

SIPP and SIPP drawdown investors added more diverse assets to their portfolios, including equity income and corporate bonds, in December, according to Hargreaves Lansdown figures.

Major Swedish wealth manager Söderberg & Partners has increased its UK footprint by taking minority stakes in two advice firms, adding £1.25bn in AUM (Assets Under Management).

The Personal Finance Society (PFS) has launched a 'refreshed' events programme for 2024, involving new, large-scale events alongside online and regional series and the organisation’s flagship National Conference.

Wealth manager and Financial Planning firm Saltus has appointed Alistair Stuart as its new chief operating officer (COO).

Pension scheme surpluses have started the new year on a high despite increases in their liabilities, according to estimates from XPS Pensions Group.