National adviser firm Continuum has appointed David Swaby as a Chartered Financial Planner based in Hull.
Asset manager Invesco has launched a soft skills CPD-accredited platform for Financial Planners and advisers focusing on emotional intelligence, practice management and investment skills.
Wealth manager Waverton’s merger - announced in the spring with rival London & Capital to form a £19bn AUM wealth management business - has completed after being approved by the FCA.
Financial Planner Tavistock has today confirmed that it is considering “a number of potential transactions” including a bid from Financial Planner Saltus for part of its business.
A behavioural finance app is coming to the Intelliflo office suite, designed to gauge and evidence clients’ suitability.
Pensions group STM’s pre-tax profits fell 72% in 2023 as the takeover by Pension SuperFund Capital continues to rumble on.
Fintel, owner of SimplyBiz and Defaqto, is set to acquire compliance and support services firm Threesixty from Abrdn.
The FSCS has declared Glasgow-based financial adviser firm MacInnes & Bottomley (FRN 121661) in default after a first claim was upheld.
The number of people paying higher rate tax has increased over the past year by 310,000 from 6m to 6.31m, according to the latest HMRC figures.
For British pensioners, paying income tax is now the norm rather than the exception, according to former pensions minister Sir Steve Webb.