The Financial Conduct Authority has raised concerns over how firms have handled business interruption insurance claims.
Many Financial Planning firms are taking part in this week’s Financial Planning Week annual campaign to promote the benefits of Financial Planning.
The Financial Conduct Authority is planning to replace its Financial Resilience Survey with a new financial resilience regulatory return for solo-regulated firms.
Wealth manager and Financial Planner Quilter has recruited Daisy Dupree-Loxton from the Walt Disney Company to be its new head of wellbeing.
Wealth manager St James’s Place is launching a new Metaverse-focused podcast channel to highlight its increasing use of immersive technology.
European private equity firm Nordic Capital has received regulatory approval to complete its acquisition of Financial Planning firm Ascot Lloyd from Oaktree Capital Management for an undisclosed sum.
SIPP provider Curtis Banks is waiving its fee on in-specie commercial property transfers into its Your Future SIPP for the rest of the year.
Chartered Financial Planner Kreston Reeves Financial Planning Ltd has been rebranded as Craven Street Wealth following its takeover by corporate finance firm Craven Street Capital.
Four new trainee planners have joined Lumin Wealth’s Academy programme today.
Chancellor Kwasi Kwarteng has today abandoned his plan to abolish the 45% top rate of income tax on earnings over £150,000.
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