The Financial Services Compensation Scheme has opened its doors to claims from victims of a failed advice firm which dealt with British Steel workers.
Chartered Financial Planning firm Fairstone has launched a digital “no-contact” remote advice for advisory firms.
Adviser platform AJ Bell Investcentre is to give financial advisers access to third party Managed Portfolio Services (MPS) from external Discretionary Fund Managers via its platform for the first time.
IFA firm Wren Sterling has agreed to purchase Frobisher Capital Ltd, an independent advisory firm based in Woking.
The Financial Conduct Authority has urged firms which have begun holding increased client money balances during the Coronavirus pandemic to consider returning the money to clients.
Dynamic Planner has expanded its risk profiling service to include investment trusts.
Defaqto has added ESG reviews to its Financial Planning software Defaqto Engage.
NatWest is bringing all its wealth businesses under the management of the CEO of private banking Peter Flavel in order to drive a growth in assets under management.
STM Group has acquired Berkeley Burke (Financial Services) and Berkeley Burke Employee Benefit Consultants, which provide administration and consultancy services to SSAS and international businesses, in a deal worth up to £2.9m.
North-east based wealth manager Seven Bridges has acquired pension and investments firm Pension Matters, and has said it is looking for for further acquisitions.
Page 855 of 1848