Wealth and investment manager Quilter has extended access to its WealthSelect Managed Portfolio Service to three new third-party platforms for the first time.
PIMFA, the wealth and investment management trade body, has raised “serious concerns” about the FCA’s proposals to make public enforcement investigations against regulated firms.
Robin Forster, the director of a Ponzi-style unlawful and unauthorised care home investment scheme which saw investors lost £57m, has been banned for 14 years.
The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners, is supporting the charity Girls Are Investors (GAIN)’s national UK Investment Challenge.
The ABI, the trade body for insurance and long-term savings providers, has urged the FCA to include pensions decumulation in its proposed 'simplified advice' rules.
Wealth manager St James’s Place Capital has set aside £426m to deal with client claims about historic ongoing advice after a surge in complaints in late 2023.
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