Maven Wealth has appointed experienced Financial Planner Gareth Tregidon as CEO and rebranded to Nugenis Financial Planning.
Investors have lost £25m to screen sharing scams as cases rise 86% year on year, according to the Financial Conduct Authority.
Wealth manager Charles Stanley has launched a hybrid advice service to help address the UK’s advice gap.
A fifth (19%) of financial advisers admit they have not heard of the FCA’s new Consumer Duty and have not considered changes they may need to make.
The Personal Finance Society has called for 'cultural change' and new career pathways in the profession to boost the number of female Financial Planners.
Acquisitive Financial Planning firm Fairstone has acquired £135m AUM Cumbria-based Chartered Financial Planning firm Financial Concepts for an undisclosed sum.
Financial Planning firm One Four Nine has launched a new "culture and talent strategy" to develop the careers of its workforce, particularly among acquired firms.
Unite union members at the Financial Conduct Authority have begun a 48-hour walkout today in a protest over pay, terms and lack of trade union recognition.
Kingswood has appointed former Schroders Personal Wealth programme manager Christopher Calvocoressi to lead the Financial Planning firm’s technology transformation.
One in five (19%) of divorcees will be significantly financially worse off in retirement because of a divorce, according to a new report.