Nottingham-based Financial Planner Wren Sterling has expanded into Northern Ireland with the acquisition of Ralston Bennett Financial Planning and Aspects Financial.
Read more ...M&G-owned PIWA hires 2 senior execs from Abrdn
- Thursday, 11 May 2023
- Articles
Professional Independent Wealth Advice (PIWA), part of the now M&G Wealth-owned Sandringham Financial Partners, has hired a new joint CEO and new COO from Abrdn.
Read more ...FCA will take 'swift' action if Consumer Duty breached
- Wednesday, 10 May 2023
- Articles
The Financial Conduct Authority has warned regulated firms who ignore its upcoming Consumer Duty deadline to expect “swift action.”
Read more ...Gilson Gray acquires fellow SJP firm
- Wednesday, 10 May 2023
- Articles
The financial management arm of Scottish law firm Gilson Gray has acquired boutique wealth manager and fellow St James’s Place network firm Wilson Financial.
Read more ...Perspective expands into NI as it makes 4 acquisitions
- Wednesday, 10 May 2023
- Articles
Fast growing wealth manager and Financial Planner Perspective Group has expanded into Northern Ireland as it acquires four more financial advice firms, adding £240m in Assets Under Management.
Read more ...Fairstone acquires 12-adviser Essex IFA
- Wednesday, 10 May 2023
- Articles
Expanding Financial Planner and wealth manager Fairstone has acquired £450m FUM Essex-based IFA Sacre Associates.
Read more ...Rate rise could boost annuity incomes
- Tuesday, 09 May 2023
- Articles
An interest rate increase tomorrow (Thurs) could boost annuity incomes further, despite rates already being 19% higher than this time last year.
Read more ...Copia launches risk-rated decumulation portfolios
- Tuesday, 09 May 2023
- Articles
Copia Capital Management has launched five risk-rated portfolios to address decumulation risks and help advisers meet the new Consumer Duty rule to, “avoid causing foreseeable harm.”
Read more ...Succession buys £170m AUM Edinburgh firm
- Tuesday, 09 May 2023
- Articles
Wealth manager and Financial Planner Succession Wealth - recently bought by Aviva for £385m - has acquired £170m AUA Edinburgh-based IFA Spence & Spence for an undisclosed sum.
Read more ...‘Seismic shift’ predicted in dividend pay-outs
- Tuesday, 09 May 2023
- Articles
Investment markets are moving into a new “golden age” of strong dividend returns, according to a global equities investment manager.
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