Politicians have been urged to provide pension clarity quickly after Thursday’s election by appointing a long-term Pensions Minister and publishing a clear action plan for tackling issues affecting pension planners.
Read more ...People find advisers through family or work
- Tuesday, 02 July 2024
- Articles
More people find their Financial Planner, wealth manager or IFA through a family recommendation or work rather than a friend, according to new research.
Read more ...£432m takeover of Mattioli Woods gets FCA approval
- Tuesday, 02 July 2024
- Articles
The £432m private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has moved a little closer this week after receiving approval from the FCA.
Read more ...Chartered Planner launches financial literacy workshops
- Tuesday, 02 July 2024
- Articles
Chartered Financial Planner Unividual has launched Financial Wellbeing Workshops to tackle the problem of low levels of financial literacy.
Read more ...FCA tells firms to report sustainable investment labels
- Tuesday, 02 July 2024
- Articles
The FCA has made it a requirement for firms to report the investment labels they are using on funds which fall under Sustainability Disclosure Requirements (SDR) rules.
Read more ...Digital IFA Fintuity hit by clone attack
- Tuesday, 02 July 2024
- Articles
Expanding digital IFA firm Fintuity (FRN: 814106) has been hit by a clone attack by fraudsters.
Read more ...Marlborough invests in Clever Adviser Technology
- Monday, 01 July 2024
- Articles
Fund manager Marlborough has made a substantial undisclosed investment in Financial Planner-focused fintech firm Clever Adviser Technology.
Read more ...Aegon launches client reporting tool
- Monday, 01 July 2024
- Articles
Pension and investments provider Aegon has launched a client reporting tool for Financial Planners and advisers to use across the firm’s Retirement Choice and One Retirement platforms.
Read more ...Söderberg & Partners raises £225m for further expansion
- Monday, 01 July 2024
- Articles
Fast-growing wealth manager and Financial Planner Söderberg & Partners' has raised an additional €265m (£225m) funding from minority owners KKR and TA through a new share issue.
Read more ...Nucleus completes Third Financial acquisition
- Monday, 01 July 2024
- Articles
Adviser platform Nucleus has completed its acquisition of fintech Third Financial after receiving regulatory approval from the FCA in May.
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