The CFA (Chartered Financial Analyst) Society of the UK has become the fourth organisation to join The Chartered Body Alliance, the partnership of professional bodies.

The FCA is proposing switching its fee for principal firms of appointed representatives (ARs) and introducer ARs (IARs) to a variable fee from a fixed one.

Harry Sevier, former investment director at fund manager Ruffer, has teamed up with P1 Investment Services to launch a boutique investment management firm based in London.

Clients of failed Newcastle-based wealth manager WealthTek LLP will make a smaller contribution to the costs of the administration than previously estimated, after a fresh judgment in the case last week.

New data on mortgage lending from the Bank of England has revealed that lending into retirement has remained at a high level despite falling mortgage rates. 

Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in three IFA firms as it continues its strategy of taking stakes in UK advisers.

Wealth manager and Financial Planner Brooks Macdonald has completed the acquisition of Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.

George Kinder, founder of the holistic life planning movement, has launched a global campaign to encourage institutions to embed fiduciary standards into all of their processes to put client and public interests first.

Wealth manager Tavistock has confirmed that it will reposition the business after receiving £22m from The Saltus Partnership today for its network of 140 self-employed registered individuals.

Fast-growing Chartered Financial Adviser and wealth manager Skerritts has changed its name to Shackleton and acquired four financial advice businesses.