Kevin

Major US fintech buys UK Chartered Financial Planner

 

California-based fintech Marygold & Co has acquired its second UK Financial Planning firm ahead of a bigger push into the UK savings and advice market.

Read more...

Söderberg & Partners takes chunk of consolidator

Fast-growing wealth manager and Financial Planner Söderberg & Partners has taken a significant minority stake in IFA consolidator Cardan.

Read more...

London adviser hit with 463 claims is declared in default

 

The Financial Services Compensation scheme has declared City of London-based adviser firm Alexander David Securities Ltd (FRN 469150) in default.

Read more...