Manchester is to host both the Personal Finance Society and CISI conferences for Financial Planners in October and November this year.
Read more ...Assets rise for Brooks despite continued outflows
- Wednesday, 17 July 2024
- Articles

Fund under management rose 7% year-on-year to £18bn for Financial Planner and wealth manager Brooks Macdonald for its financial year ended 30 June
Read more ...Wren Sterling buys £200m AUM Kent Financial Planner
- Wednesday, 17 July 2024
- Articles

Fast growing national Financial Planning firm Wren Sterling has acquired the Financial Planning division of the Kent-based insurance broker and financial adviser the Howe Maxted Group.
Read more ...PIMFA sets out 5-year ‘financial health’ plan
- Tuesday, 16 July 2024
- Articles

Wealth management trade body PIMFA has published its agenda for government over the next five years of the current Parliament, calling for a combination of change and stability.
Read more ...DB pension and SIPP firm goes into administration
- Tuesday, 16 July 2024
- Articles

London-based IFA Donre Advisory Limited (FRN 513993) - which previously traded as Basi & Basi Financial Planning Limited and has a SIPP subsidiary - has gone into liquidation two months after the FCA restricted its business activities.
Read more ...69% of advisers unprepared for £5.5trn wealth transfer
- Tuesday, 16 July 2024
- Articles

More than two-thirds (69%) of advisers don’t have a plan in place to tackle one of the largest ever transfers of wealth due to take place between generations over the next 20-30 years.
Read more ...Government urged to announce Pensions Bill
- Tuesday, 16 July 2024
- Articles

The Government has been urged to announce a Pensions Bill during the King’s speech at the state opening of Parliament tomorrow.
Read more ...Nearly 3 million ex-retirees return to work
- Tuesday, 16 July 2024
- Articles

Some 2.8m over-50s in the UK have returned to work after being previously retired, according to new research from Legal & General.
Read more ...Transact owner reports record client funds
- Tuesday, 16 July 2024
- Articles

Integrafin (IHP), the parent company of adviser platform Transact, has reported advised client numbers rose 2% to a record 234,000 in the three months to the end of June.
Read more ...Defaqto buys fund research and ratings agency RSMR
- Tuesday, 16 July 2024
- Articles

Data provider Defaqto, owned by SimplyBiz parent Fintel, has conditionally acquired fund ratings and research agency RSMR for an undisclosed amount, subject to regulatory approval.
Read more ...