Articles
Berkshire Financial Planner Tavistock has terminated its 10-year strategic investment partnership with Titan Wealth, blaming “unacceptable performance.”
Acquisitive South Coast-based wealth manager and financial adviser Skerritts has acquired £400m AUM Surrey Financial Planning firm KMG Independent Limited - and its sister firm KMG Investment Management Limited - for an undisclosed sum.
Fintech and back office system provider Iress has promoted Alistair Morgan to a newly-created role of executive managing director - UK.
As expected, Rachel Reeves has been appointed Chancellor of the Exchequer in Sir Keir Starmer’s first cabinet, announced after last week's election.
Adviser-focused platform Wealthtime (formerly Novia) has cut the amount of possible client compensation it has set aside over legacy assets to £10.5m.
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The FCA has warned firms with overseas appointed representatives (OARs) that they need to carry out greater supervision.
Now the dust is beginning to settle on the election, Labour has to turn to the serious work of implementing its manifesto promises.
Leading industry pensions and advice sector experts have welcomed Labour’s victory as a chance to push forward some key financial reforms but some have raised questions about the clarity of Labour's pension and advice priorities.
Financial provider Aegon, which has a growing Financial Planning arm, has urged the incoming Labour government to press ahead with a pledge to set up an independent Pensions and Savings Commission and to do this within the first 100 days of taking office.