Fintech firm Plannr has partnered with SmartSearch to add anti-money laundering (AML) verification and monitoring technology to its CRM platform.
Read more ...Evelyn kicks off Manchester City women's football support
- Wednesday, 09 July 2025
- Articles

Evelyn Partners has partnered with Manchester City Women to become the official wealth management partner of the football club.
Read more ...Chartered adviser warns govt against cutting cash ISAs
- Wednesday, 09 July 2025
- Articles

Chartered financial adviser The Private Office has warned the Government against cutting the Cash ISA allowance, saying that doing so will fail to drive more risk-based investing.
Read more ...7 in 10 advisers concerned over future for small firms
- Wednesday, 09 July 2025
- Articles

More than 7 in 10 financial advisers (71%) believe it is getting harder for smaller independent financial advice firms to survive, according to a new survey.
Read more ...Crypto firm fails after FCA action
- Wednesday, 09 July 2025
- Articles

Partly-regulated crypto asset provider Ziglu Limited has entered special administration following FCA intervention.
Read more ...7IM's Partners acquires £170m AUM Surrey Planner
- Wednesday, 09 July 2025
- Articles

City of London-based Partners Wealth Management, part of the 7IM group, has acquired Surrey Financial Planning firm Navigate Capital Management for an undisclosed amount.
Read more ...People who take social media financial advice lose money
- Wednesday, 09 July 2025
- Articles

A minority of people have acted on financial advice they’ve seen on social media but the majority lost money as a result, according to a new study.
Read more ...Profits climb 24% to £32m at Chase de Vere
- Tuesday, 08 July 2025
- Articles

National IFA Chase de Vere has reported a 24.2% rise in pre-tax profits to £31.9m for 2024, up from £25.7m the previous year.
Read more ...Aggregate DB surplus rises to £231bn, says PPF
- Tuesday, 08 July 2025
- Articles

The aggregate surplus of DB pension schemes climbed to £230.5bn at the end of June, according to the latest Pension Protection Fund (PPF) 7800 Index.
Read more ...Monzo fined £21m for inadequate anti-crime controls
- Tuesday, 08 July 2025
- Articles

Challenger bank Monzo has been fined £21,091,300 for inadequate anti-financial crime systems and controls between October 2018 and August 2020.
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