The Quilter Foundation, the charity arm of national adviser firm Quilter, is donating £100,000 to the Disasters Emergency Committee (DEC) Ukraine Humanitarian Appeal which launched this week.
Market uncertainty in January spurred UK savers to withdraw £642m from retail funds, the first outflows since March 2020.
The Chartered Institute for Securities & Investment (CISI) is teaming up with training firm Lockie Consultants to provide more support for Certified Financial Planner (CFP) candidates in the UK.
Fast growing Financial Planning and wealth management firm Kingswood has unveiled a new online portal for clients called Kingswood Go.
The FCA halted 1 in 4 firms from entering the retail finance market in a six month period in 2021 as it stepped up its war on scammers.
IFA network ValidPath has hired Jon Barham from Bankhall Group to be its new commercial director as it plans to expand its network proposition to advisers seeking retirement or management buy-outs.
Former Standard Life Savings MD Eddy Reynolds has been recruited as the new CEO of Close Brothers Asset Management.
The Treasury has moved a step closer to making the underlying investments in mini-bonds a fully regulated activity to protect consumers after the £237m collapse of mini-bond provider London Capital & Financial (LCF).
Wealth manager and Chartered Financial Planner Brown Shipley has expanded its presence in the East of England with the recruitment of eight additional client advisers plus a managing director.
Aviva is to acquire Financial Planning-focused wealth manager Succession Wealth for £385 million.