Coventry-based BRI Wealth Management has hired Laura Ripley FPFS as a Chartered Financial Planner.
Read more ...ABI announces new President and Deputy President
- Monday, 03 July 2023
- Articles
The Association of British Insurers has today announced Tim Bailey, UK CEO of Zurich, as its new President, replacing Barry O’Dwyer, group CEO of Royal London, who is stepping down.
Read more ...Fall in retirees taking regulated advice
- Monday, 03 July 2023
- Articles
The latest FCA product sales data has revealed that fewer retirees are taking regulated advice before switching their pension pot into income drawdown and guaranteed income for life solutions.
Read more ...Lumin Wealth acquires £85m AUM Essex adviser
- Monday, 03 July 2023
- Articles
Chartered Financial Planner Lumin Wealth has acquired the Big Picture Wealth Management, a financial adviser based in Ongar, Essex.
Read more ...SIPP assets to exceed £500bn within next year
- Monday, 03 July 2023
- Articles
Total SIPP market assets will exceed £500bn within the next 12 months, according to John Moret.
Read more ...11 new firms join Women in Finance Charter
- Friday, 30 June 2023
- Articles
The Treasury has reported today that 11 new firms have signed up today to its Women in Finance Charter designed to improve the representation of women in senior roles in financial services.
Read more ...FSCS may be extended to Long Term Asset Funds
- Friday, 30 June 2023
- Articles
The FCA is consulting on new rules which would extend FSCS protection to retail investors investing in Long Term Asset Funds (LTAFs).
Read more ...Evelyn launches new digital hybrid platform
- Friday, 30 June 2023
- Articles
Wealth manager and Financial Planner Evelyn Partners has launched a new digital hybrid platform which will offer employees of companies a financial coaching service provided by qualified professionals.
Read more ...Canaccord launches Planning office with senior hire
- Friday, 30 June 2023
- Articles
Canaccord Genuity Wealth Management (CGWM) UK has launched a new Financial Planning office in Norwich which will be headed by award-winning Financial Planner Hazel Bowen, the Personal Finance Society’s Chartered Financial Planner of the Year 2023.
Read more ...Takeover frenzy drives SIPP market
- Friday, 30 June 2023
- Articles
Regulatory change could lead to another surge in M&A in the SIPP market despite the number of Planners advising on them falling, according to Financial Planners.
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