The FCA has halted regulated business at 'no client' Mayfair-based financial adviser Kingsbridge Capital Advisors Ltd (KCAL) over non payment of FCA fees.

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Campaigners have launched a new group to fight pensions inequalty with the backing of over 20 pensions companies and organisations.

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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.

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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.

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Investment and energy provider Octopus Group has launched a workplace-channel financial guidance brand.

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Total funds under management and administration fell 12% in 2022 to £10.3bn for wealth manager JM Finn (2021: £11.7bn).

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Financial advisers are changing their attitudes on vulnerable clients, particularly on mental health challenges, according to a new report.

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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.

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Quilter is cutting platform charges for new customers from June and existing customers in Q3 - and introducing tiered adviser charging.

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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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