Financial Planner and wealth manager Kingswood Holdings has grown rapidly in recent years, both organically and through a rapid acquisition strategy. It has acquired six Financial Planning firms this year with seven more in the pipeline. In this Q&A Financial Planning Today editor Kevin O’Donnell quizzes CEO David Lawrence about the growth and plans for the future.
Two thirds of Britons have shared their goals for a good retirement with their family, according to a new report.
One in three investors may fall into the Financial Conduct Authority’s definition of vulnerable, according to new research.
The Financial Services Compensation Scheme declared five regulated firms in default in June and July.
Profits for Abrdn’s advice arm rose 75% year-on-year in the first half of 2022 despite significant losses in the parent business.
Leicester-based Financial Planning firm Trust Financial Planning has become the latest to be hit by clone scammers producing a fake replica of the firm's website.
Will Self, the CEO of major SIPP provider Curtis Banks, has left the company with immediate effect.
The Financial Services Compensation Scheme is set to close the London Capital & Finance (LCF) scheme it set up to provide redress to victims of the firm’s collapse.
UK retail investors withdrew £4.5bn from open-ended funds in June, the highest monthly outflow of the year so far, according to the latest data from the Investment Association.
Investment provider TEAM has acquired Financial Planning firm Concentric Group and IFA Omega Financial Services, both based in Jersey.