More people find their Financial Planner, wealth manager or IFA through a family recommendation or work rather than a friend, according to new research.
The £432m private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has moved a little closer this week after receiving approval from the FCA.
Chartered Financial Planner Unividual has launched Financial Wellbeing Workshops to tackle the problem of low levels of financial literacy.
The FCA has made it a requirement for firms to report the investment labels they are using on funds which fall under Sustainability Disclosure Requirements (SDR) rules.
Expanding digital IFA firm Fintuity (FRN: 814106) has been hit by a clone attack by fraudsters.
Fund manager Marlborough has made a substantial undisclosed investment in Financial Planner-focused fintech firm Clever Adviser Technology.
Pension and investments provider Aegon has launched a client reporting tool for Financial Planners and advisers to use across the firm’s Retirement Choice and One Retirement platforms.
Fast-growing wealth manager and Financial Planner Söderberg & Partners' has raised an additional €265m (£225m) funding from minority owners KKR and TA through a new share issue.
Adviser platform Nucleus has completed its acquisition of fintech Third Financial after receiving regulatory approval from the FCA in May.
Wealth manager and Financial Planner Kingswood Group said profits climbed £3m or 37.9% to £10.8m in 2023.