Wealth manager St James’s Place has reported Funds Under Management soared last year to a record £190.2bn - up £22bn (2023: £168.2bn).

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The FCA has this week restored the regulatory authorisation of Kent-based advice firm The Pentagon Partnership (FRN: 627747) two months after its permissions were cancelled.

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Thursday, 30 January 2025
Articles

Chartered financial adviser Shackleton, formerly Skerritts, is to cut platform fees for existing and new clients on the Shackleton Hub by up to 35%.

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The FCA has fined investment provider Infinox Capital Limited £99,200 for failing to submit 46,053 transaction reports.

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Investment, protection and retirement specialist LV= has launched a new platform service for advisers in partnership with Embark.

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Financial Planner and wealth manager Evelyn Partners is to sell its fund solutions business to collective investment scheme manager Thesis.

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Ipswich financial advice firm CN Wealth (FRN: 618268) has had its permissions revoked by the FCA.

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Platform and SIPP provider AJ Bell has reported a jump in advised customers over the past year of 8% to reach 174,000, according to a quarterly trading update issued today.

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One in seven retirees is returning to work as financial pressures, a lack of pension provision and social needs drive them to 'unretire', according to new research.

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Financial Planner and professional services firm Progeny Group has appointed Tom Wood as chief executive to replace founder Neil Moles who is stepping back from the business.

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