The FCA has halted regulated business at 'no client' Mayfair-based financial adviser Kingsbridge Capital Advisors Ltd (KCAL) over non payment of FCA fees.
Read more ...New campaign group to fight pension inequality
- Friday, 26 May 2023
- Articles

Campaigners have launched a new group to fight pensions inequalty with the backing of over 20 pensions companies and organisations.
Read more ...CISI appoints 2 new branch Presidents
- Friday, 26 May 2023
- Articles

The Chartered Institute for Securities & Investment, the professional body which provides the Certified Financial Planner designation in the UK, has appointed two new branch Presidents.
Read more ...Profits dip nearly £4m at Transact parent
- Friday, 26 May 2023
- Articles

Integrafin, parent company of platform Transact, suffered a near £4m fall in IFRS pre-tax profit in the half year to 31 March as it was hit by rising costs and adverse markets.
Read more ...Octopus launches workplace brand
- Thursday, 25 May 2023
- Articles

Investment and energy provider Octopus Group has launched a workplace-channel financial guidance brand.
Read more ...Assets fall by 12% at JM Finn
- Thursday, 25 May 2023
- Articles

Total funds under management and administration fell 12% in 2022 to £10.3bn for wealth manager JM Finn (2021: £11.7bn).
Read more ...Advisers making progress on vulnerable clients
- Thursday, 25 May 2023
- Articles

Financial advisers are changing their attitudes on vulnerable clients, particularly on mental health challenges, according to a new report.
Read more ...FSCS trims levy for advisers by £4.4m
- Thursday, 25 May 2023
- Articles

The Financial Services Compensation Scheme has cut its 2023/24 levy for the Life Distribution & Investment Intermediation class - which includes financial advisers -by £4.4m.
Read more ...Quilter cuts platform charges by 15%
- Thursday, 25 May 2023
- Articles

Quilter is cutting platform charges for new customers from June and existing customers in Q3 - and introducing tiered adviser charging.
Read more ...PIMFA warns FCA proposals threaten MPS
- Thursday, 25 May 2023
- Articles

FCA proposals to align rules for fund managers and discretionary investment managers pose a “material threat” to managed portfolio services, according to wealth management trade association PIMFA.
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