The FCA has imposed trading restrictions on wealth manager City & Merchant Limited (FRM154182) and its appointed reps.

Adviser platform Nucleus has appointed two new platform directors to support the launch of a new retirement platform for Financial Planners.

The private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has been delayed by a month due to delays getting approval by the Government due to national security.

The FCA has told firms to do more to ensure politicians, senior public servants and their families are not treated unfairly.

Total advised customers rose 7% year-on-year to 168,000 for investment platform AJ Bell, according to a trading update from the firm today.

Long-established wealth manager and stockbroker Redmayne Bentley has completed the acquisition of the client assets of failed Liverpool wealth manager and stockbroker Blankstone Sington. 

Adviser investment platform Fundment has launched a Stocks & Shares Lifetime ISA (LISA), one of the few available on the market.

The King has outlined a new Pension Schemes Bill today as part of the new Government’s plans in his speech at the State Opening of Parliament.

Clients are facing delays of up to three months due to the lengthy onboarding processes of some wealth managers, according to a new report.

Manchester is to host both the Personal Finance Society and CISI conferences for Financial Planners in October and November this year.