French asset manager H2O AM LLP has agreed a 'fine alternative' deal with the FCA which will mean it paying back €250m (£214.8m) to investors who have been unable to access their funds since 2020.
Financial Planning and cashflow modelling software provider Voyant has partnered with behavioural finance firm Oxford Risk to integrate their products.
The Financial Services Compensation Scheme, the safety-net scheme for retail investors, declared eight firms in default in June and July, it has confirmed.
Fast-growing national Financial Planning firm Perspective Financial Group has notched up nine acquisitions so far this year, including the acquisition of four client books from its self-employed advisers.
The Financial Services Compensation Scheme has opened an investigation into media investment firm Great Point Investment Ltd (FRN 606798) after the firm entered creditors’ voluntary liquidation on 30 July.
The amount of fee income and commission regulated IFA firms made last year both fell from record highs in 2022, according to new data published by the FCA.
Adviser platform Transact has rolled out a new Family View tool which allows clients and planners to view multiple portfolios through one account and supports inter-generational planning.
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