Client insight firm Investor in Customers (IIC) has launched a new Consumer Duty assessment service.
Read more ...Progeny welcomes 9 students to first summer school
- Friday, 12 August 2022
- Articles

Fast growing Leeds-based Financial Planning and professional services group Progeny welcomed nine students to its first summer personal finance school held last week for 16-to-18 year olds.
Read more ...Just 1 in 10 advisers would consider crypto investing
- Friday, 12 August 2022
- Articles

Over nine in ten IFAs would avoid recommending investing in cryptocurrency to their clients, according to a new report.
Read more ...IFAs hit by £100m Axiom investment fraud - judge
- Thursday, 11 August 2022
- Articles

Fraudster Timothy Schools, 61, who was behind a collapsed £100m investment scheme used to fund his luxury lifestyle and network of 'no fee, no win' law firms, has been sentenced to 14 years in prison at Southwark Crown Court today.
Read more ...Adviser pleads guilty to regulatory offences
- Thursday, 11 August 2022
- Articles

Larry Barreto has pleaded guilty to two counts of carrying on regulated activities without authorisation.
Read more ...Most financial professionals 'uncomfortable' about banter
- Thursday, 11 August 2022
- Articles

The majority (97%) of financial services workers have been made to feel uncomfortable by unwelcome banter at some time during their career, according to a new report.
Read more ...M&G hit by £21bn asset drop but wealth flows rise
- Thursday, 11 August 2022
- Articles

Fund manager and wealth manager M&G has reported a £21.1bn drop in assets under management and administration to £348.9bn for the first half of 2022.
Read more ...2 in 3 advisers fear trust clients may risk HMRC fines
- Thursday, 11 August 2022
- Articles

Two in three (62%) advisers with clients who are trustees or have interests in trust are concerned that their clients could be risking HMRC fines, according to new research.
Read more ...Platform AUM slumps by over £52bn in H1
- Thursday, 11 August 2022
- Articles

Total platform assets under management (AUM) slumped by £52.2bn to £838.4bn in the second quarter, down 5.9% on the previous quarter.
Read more ...Evelyn acquires Beaconsfield Planner firm
- Thursday, 11 August 2022
- Articles

Financial Planner and wealth manager Evelyn Partners has acquired Buckinghamshire-based Financial Planning firm 2hWealthcare.
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