Nearly one in four people expect to become millionaires in their lifetimes, according to new research.
Read more ...Former SJP partner CFO acquires Midlands IFA
- Thursday, 15 June 2023
- Articles

Wealth management veteran Tyron Edmonds has acquired West Midlands-based IFA Jackson Hodge Wealth.
Read more ...German 'edtech' firm acquires professional body LIBF
- Wednesday, 14 June 2023
- Articles

Professional body the London Institute of Banking & Finance has been acquired by German educational technology provider IU Group for an undisclosed sum.
Read more ...3,200 HNW individuals to quit UK this year
- Wednesday, 14 June 2023
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The UK is expected to see a net outflow of 3,200 high-net-worth individuals in 2023, according to a new report.
Read more ...Transact criticises rivals over cash handling
- Wednesday, 14 June 2023
- Articles

Adviser platform Transact has criticised the approach some other platforms have taken towards cash handling and the use of cash interest.
Read more ...NI pension top up offer extended to 2025
- Wednesday, 14 June 2023
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HMRC has extended to 5 April 2025 the opportunity for taxpayers to fill gaps in their National Insurance record from April 2006.
Read more ...FOS adviser complaints hold steady
- Wednesday, 14 June 2023
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There were 1,823 complaints to the Financial Ombudsman Service about financial advisers in 2022/23, the same number as the previous year.
Read more ...Abrdn Financial Planning to axe 3 offices
- Wednesday, 14 June 2023
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Abrdn is to revamp its Financial Planning arm, formerly known as 1825, resulting in the closure of offices in Reading, Sheffield and Bristol (Bristol will be retained by the group).
Read more ...New Hargreaves CEO to start work in August
- Tuesday, 13 June 2023
- Articles

Hargreaves Lansdown’s new CEO Dan Olley will start work on Monday 7 August, the company said today.
Read more ...CISI waives 1 year wait for Chartered status
- Tuesday, 13 June 2023
- Articles

The CISI has dropped the one year wait for Chartered status for qualified Financial Planners moving to the CISI from another professional body.
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