Wealth manager St James’s Place has reported Funds Under Management soared last year to a record £190.2bn - up £22bn (2023: £168.2bn).
Read more ...FCA restores authorisation for cancelled advice firm
- Thursday, 30 January 2025
- Articles

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.
Read more ...Shackleton to cut platform fees
- 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%.
Read more ...FCA issues six-figure transaction reports fine
- Wednesday, 29 January 2025
- Articles

The FCA has fined investment provider Infinox Capital Limited £99,200 for failing to submit 46,053 transaction reports.
Read more ...LV= launches new adviser platform service
- Wednesday, 29 January 2025
- Articles

Investment, protection and retirement specialist LV= has launched a new platform service for advisers in partnership with Embark.
Read more ...Evelyn Partners sells funds solutions business
- Wednesday, 29 January 2025
- Articles

Financial Planner and wealth manager Evelyn Partners is to sell its fund solutions business to collective investment scheme manager Thesis.
Read more ...FCA cancels permissions of Suffolk adviser
- Wednesday, 29 January 2025
- Articles

Ipswich financial advice firm CN Wealth (FRN: 618268) has had its permissions revoked by the FCA.
Read more ...AJ Bell advised customers up 8% to 174,000
- Wednesday, 29 January 2025
- Articles

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.
Read more ...1 in 7 retirees driven to return to work
- Wednesday, 29 January 2025
- Articles

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.
Read more ...New Progeny CEO as Neil Moles steps down
- Tuesday, 28 January 2025
- Articles

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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