Financial advice firm Frenkel Topping saw revenues almost double to £18m (2020: £10m) in 2021 following a number of acquisitions.
Two thirds (63%) of retail investors would consider changing adviser because they are unhappy about the ESG focus from their wealth managers, according to new research.
A former employee of Quilter Financial Planning has been awarded £1,649.29 by Leeds Employment Tribunal for ‘injury to feelings’ as the firm failed to make reasonable adjustments for his disability.
The Financial Conduct Authority (FCA) has stopped AJH Financial Services Limited (AJH) from disposing of assets without FCA permission.
LV= and Embark Group have teamed up to launch a service enabling advisers to trade the LV= Smoothed Managed Investment Fund range on Embark’s platform.
Wealth manager St James’s Place has partnered with the University of Gloucestershire to launch the UK’s first specialist MBA in Financial Planning.
Wealth manager and Financial Planning firm Saltus Group has appointed Alex Spreckley as managing director of Financial Planning.
IFA consolidator Radiant Financial Group has launched its own platform, powered by Seccl.
Adviser platform and discretionary fund manager Parmenion has launched a partnership programme for bespoke investments.
Bestinvest has named and shamed 86 poorly performing dog funds in its latest half yearly ‘Spot The Dog’ investment report.