Mercer has unveiled Mercer Money, a personal finance and ‘financial wellness’ platform allowing a company’s employees to manage their personal finances in one place.
FNZ, the fintech firm behind several UK platforms, has completed the takeover of Australian rival GBST Holdings, a provider of technology to capital markets and the wealth management sector.
Network Sesame Bankhall has announced a raft of management changes which will see group managing director Martin Shultheiss leave the business after only a year in the role.
Three new directors have been appointed to the Financial Conduct Authority board by the Treasury.
Scottish Friendly has completed the acquisition of a large book of life and pensions policies from Canada Life in a move which will see its assets under management more than double to over £5bn.
Nearly 6 in 10 wealth managers are turning away clients who fall below their minimum investment level with more adopting this strategy as costs rise and fees fall.
Digital advice firm OpenMoney has acquired Jargonfree Benefits (JFB), the employee benefits business set up by pensions guru and cartoonist Steve Bee.
Apogee Wealth Management, a Cheshire-based Chartered Financial Planner wealth firm, has bought local IFA Premier Financial Planning UK for an undisclosed sum.
Ipswich-based Chartered Financial Planner firm SG Wealth Management have moved to new offices in their home town - a historic 16th century building.
IFA network Tenet has acquired two of its member financial advisory firms in Mansfield to create a new hub in Nottinghamshire with £25m under management.