Jersey-based wealth manager TEAM plc - which recent acquired troubled wealth manager WH Ireland - has today reported revenue up 18% to £6.9m in the six months to the end of March, up from £5.8m in the same period last year.
Firms involved in crypto currency investments will have to meet clearer standards under new rules set out today by the Financial Conduct Authority (FCA).
Nucleus-owned platform Third Financial has launched a white-labelled SIPP powered by Dunstan Thomas’s software and administration.
Trade body the Platforms Association has launched a Transfers Charter, setting out a co-ordinated industry commitment to modernise how investments are transferred between platforms.
The FCA has proposed removing non-UK business from the scope of Consumer Duty to help wholesale financial businesses involved in retail markets.
The Financial Planning Standards Board has released a new guidance note on the use of artificial intelligence in Financial Planning as it says AI is “reshaping Financial Planning.”
The FCA has censured WealthTek’s custodian and agreed the firm will pay £31.7m to WealthTek clients for weak financial crime controls.
SENDA, a new company offering advisers support on Financial Planning for special needs' clients, has launched two introductory training programmes accredited by the LIBF professional body.
The FCA is consulting on plans to change UK Listing Rules to ensure that closed‑ended investment funds, such as investment trusts and investment companies, manage conflicts of interest better.
The Pensions Dashboards Programme (PDP), the body launching pensions dashboards in the UK, has pushed back a key implementation deadline by five months from November to March 2027 after feedback from users.