Intelliflo, the cloud-based tech platform for financial advisers, has added 300 updates to its system over the past two years after feedback from customers.
Read more ...10 annuity providers join Origo tracking service
- Tuesday, 29 October 2024
- Articles
Industry collaboration fintech Origo has signed up 10 annuity providers to its recently launched Origo Annuity Transfer Tracking service.
Read more ...Brown Shipley hires new planner for Edinburgh
- Tuesday, 29 October 2024
- Articles
Wealth manager and Financial Planner Brown Shipley has hired experienced Financial Planner Robbie Hewitt to join its Edinburgh office as a wealth planner.
Read more ...Failed SIPP firm sold to 2 competitors
- Monday, 28 October 2024
- Articles
Most of failed Sipp firm PSG SIPP Ltd (PSGS), has been sold to Alltrust Services Limited with one part, Unity SIPP, sold to London & Colonial.
Read more ...FSCS declares 3 firms as failed or under investigation
- Monday, 28 October 2024
- Articles
The Financial Services Compensation Scheme, the industry compensation safety net, has declared three firms as failed or under investigation in the last few days, opening the door to potential claims from clients.
Read more ...Financial Planner Boosst moves to employee ownership
- Monday, 28 October 2024
- Articles
Milton Keynes-based Financial Planning firm Boosst is transitioning to an Employee Ownership Trust (EOT), the so-called John Lewis model.
Read more ...FCA fines CEO of Wise £350,000 for senior manager failings
- Monday, 28 October 2024
- Articles
The FCA has fined Kristo Käärmann, the CEO of Wise plc and senior manager of Wise Assets UK Ltd, £350,000 for breaching a senior manager conduct rule.
Read more ...Fund manager enters liquidation after FCA intervention
- Friday, 25 October 2024
- Articles
MCI Global Investments Advisors Limited, which manages the Novus Black alternative investment fund, has entered Creditors’ Voluntary Liquidation.
Read more ...74% of over-55s have never switched adviser
- Friday, 25 October 2024
- Articles
Some 62% of advised clients have never switched financial adviser, according to a major survey by wealth manager St James’s Place.
Read more ...Pension savers lose track of 3.3m pots worth £31bn
- Friday, 25 October 2024
- Articles
The total value of ‘lost’ pension pots - pensions which have become ‘disconnected’ with their owners - increased by £4.5bn from £26.6bn to £31.1bn between 2022 and 2024, by the Pensions Policy Institute (PPI) has revealed in a new report.
Read more ...