Sir Adrian Montague, chairman of Aviva, is to retire this year once a replacement is found.
The FCA is to scrutinise the harm to consumers from advisers who levy ‘excessive fees and charges.’
Private equity firm YFM Equity Partners has backed a £5.6m investment into the financial adviser directory service Unbiased.
Cashflow modelling software company CashCalc has previewed five new features it plans to add this year.
The government-backed Money and Pensions Service (MAPS) is to launch a 10 year plan to transform ‘national financial wellbeing’ for millions of consumers.
Financial Planning firm Old Mill has recruited Chartered Financial Planner Neil Rushton FPFS to join its wealth management team.
Acquisitive Financial Planning-focused wealth manager Harwood Wealth has revealed more details of its own takeover by global private equity firm Carlyle.
More than 30 financial advice firms have dropped pension transfer advice in three months due to problems in securing professional indemnity insurance, the Personal Finance Society says.
AFH, the Financial Planning and wealth management group led by a Chartered Financial Planner, has reported post tax profits up 82% to £10.8m for the year ended in October 2019.
Perspective Financial Group, a national Financial Planning firm and wealth manager, has appointed a new chairman following an injection of private equity funding into the company.