Behavioural finance firm Oxford Risk has launched new retirement income suitability software to help Financial Planners and advisers meet the FCA's stricter requirements in the wake of last year’s thematic review.
Read more ...Oxford Risk launches retirement income suitability software
- Tuesday, 21 January 2025
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Perspective adds £375m AUA with 5 acquisitions
- Tuesday, 21 January 2025
- Articles

Fast-growing Financial Planning firm Perspective Financial Group completed five further acquisitions in December, adding £375m of assets under advice.
Read more ...Consumer Duty 'major influence' on advice practice
- Tuesday, 21 January 2025
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New data revealing that ‘target market’ was the most crucial factor for MPS selection in 2024 suggests that Consumer Duty is having a considerable influence on adviser practice.
Read more ...Prestwood launches cashflow fact find portal
- Tuesday, 21 January 2025
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Financial Planning software provider Prestwood has launched a portal which it says will allow Financial Planners to capture the data needed to produce a detailed lifelong cashflow model for their clients.
Read more ...Julius Baer launches MPS for advisers
- Tuesday, 21 January 2025
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Investment adviser and wealth manager Julius Baer International has hired Gareth Johnson as its head of Managed Portfolio Service (MPS) to create an MPS offering for independent financial advisers across the UK.
Read more ...Cheshire-based adviser firm in default
- Monday, 20 January 2025
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Cheshire-based adviser firm Holborn Assets Ltd (FRN 648817) has been declared in default by the FSCS, opening the door to ex-clients to submit claims for compensation.
Read more ...FCA warns about Marcus by Goldman Sachs scam firm
- Monday, 20 January 2025
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The FCA has warned investors of clone scammers trying to impersonate savings bank Marcus by Goldman Sachs.
Read more ...Hoxton Wealth adds Darlington firm
- Monday, 20 January 2025
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Fast-growing international Financial Planning firm Hoxton Wealth has acquired Darlington-based Family First Financial Services for an undisclosed amount.
Read more ...Pensions gap grows to more than £31,000
- Monday, 20 January 2025
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The average household is £31,546 short of the pension savings needed to give them a moderate standard of living in retirement, four times higher than five years ago.
Read more ...National IFA Continuum reports AUI up 23%
- Monday, 20 January 2025
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National IFA Continuum saw a 23% increase in assets under influence year-on-year to £12.4bn at the end of 2024, it has revealed in financial results published today.
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