Wealth management and SIPP firm Mattioli Woods has completed its deal to acquire private equity firm and alternative asset manager Maven Capital Partners UK LLP.
Read more ...Wealth firm enters administration after FCA action
- Thursday, 01 July 2021
- Articles

Troubled wealth firm Dolfin Financial (UK) Ltd has entered into administration after having restrictions imposed by the Financial Conduct Authority (FCA) in March.
Read more ...Fairstone acquires £250m FUM Belfast Planner
- Thursday, 01 July 2021
- Articles

Acquisitive wealth management and Financial Planning firm Fairstone has acquired Belfast-based ASM Financial Planning with over £250m of funds under management.
Read more ...CII to review PFS plans after barring ‘no confidence’ motion
- Wednesday, 30 June 2021
- Articles

The Chartered Insurance Institute is to launch a consultation with its 125,000 members on the future of its Personal Finance Society arm after barring a last-minute no-confidence motion at today’s AGM.
Read more ...Google to tighten up financial ad rules from August
- Wednesday, 30 June 2021
- Articles

Google is to make it harder for non-FCA authorised firms to advertise financial products in the UK without advance verification.
Read more ...FSCS declares 10 financial firms in default
- Wednesday, 30 June 2021
- Articles

The Financial Services Compensation Scheme has declared 10 financial firms in default in April and May, including several financial advisers.
Read more ...Quilter Financial Planning chair joins main board
- Wednesday, 30 June 2021
- Articles

Quilter Financial Planning chair Chris Samuel has been appointed a non-executive director of the main company’s board with effect from 1 July.
Read more ...FCA orders higher standards at some 'host' fund managers
- Wednesday, 30 June 2021
- Articles

The Financial Conduct Authority is to order "significantly" higher standards at some 'host' Authorised Fund Managers (AFMs) where it has identified weaknesses.
Read more ...Trust fund fraudster sentenced to 2 years
- Tuesday, 29 June 2021
- Articles

A Leicester woman has been sentenced to two years in prison after stealing a pensioner’s life savings after falsely promising to repay it when she inherited a £3.5m trust fund that did not exist.
Read more ...Planners expect equity release growth – report
- Tuesday, 29 June 2021
- Articles

Over three-quarters (78%) of Financial Planners expect more of their clients will look to equity release to support their retirement income needs over the next year, according to a new report.
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