Platform engine provider FNZ has invested an undisclosed sum in ESG impact data and analytics firm GIST.
Legal firm Wildcat Law has applied for authorisation from the Financial Conduct Authority to offer independent financial advice to high net worth and mass affluent clients.
Almost half (44%) of investors wish they had spent more time researching their investments before making a decision, according to a new report.
Standard Life has appointed former LV= adviser head Chris Hudson to the newly created role of managing director of retail intermediary.
Nearly four in five adults have no registered Lasting Power of Attorney (LPA).
Revenue increased 6% year-on-year to £39m for the Chartered Insurance Institute (CII) as it returned to operating profit in 2021 but the professional body faces a potential tax bill of up to £2.5m.
Only 10% of Financial Planners are very confident they would retain assets under advice when wealth is transferred to clients’ family members, according to new research.
The FCA is consulting on a major expansion of the dormant assets scheme to include insurance provider, pension and investment assets.
The annual Paraplanner Big Day Out - the annual conference organised by the Paraplanners Assembly support group - is to return after a gap of three years.
Investment provider TEAM is to acquire Jersey wealth manager Concentric in a deal worth up to £2.5m.