Fast growing Perspective Financial Group Ltd has acquired £37m AUM Bucks-based firm Ian J Hunt Chartered Financial Planners.
Read more ...Perspective snaps up Bucks Chartered Financial Planner
- Wednesday, 18 January 2023
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Dynamic Planner partners with Quilter Financial Planning
- Wednesday, 18 January 2023
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Financial Planning software firm Dynamic Planner has tied up up a deal which will see its system used by Quilter Financial Planning advisers.
Read more ...FCA warns scammers targeting clients of failed firm
- Wednesday, 18 January 2023
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The FCA has warned that scammers may be targeting victims of the collapsed SIPP and SSAS provider Hartley Pensions.
Read more ...Make FCA pay for blunders says taskforce
- Thursday, 19 January 2023
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The Financial Conduct Authority should pay compensation to individuals when it makes regulatory blunders, the Transparency Task Force (TTF) has recommended.
Read more ...26% of advisers plan to raise fees - survey
- Thursday, 19 January 2023
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Nearly nine in 10 (85%) financial advisers are worried about the damage to their businesses from rising costs and 26% plan to raise fees to cope, according to a new survey.
Read more ...FCA to review retirement income advice
- Thursday, 19 January 2023
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The FCA is to launch a comprehensive thematic review of retirement income advice.
Read more ...Fintech Altus rebrands as Equisoft after takeover
- Thursday, 19 January 2023
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Fintech Altus is to rebrand as Equisoft following its takeover by the global financial services software firm Equisoft.
Read more ...Charles Stanley boosts Financial Planning arm
- Friday, 20 January 2023
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Wealth manager Charles Stanley has bolstered its Financial Planning arm with four senior hires, allowing it to develop its regional footprint.
Read more ...300 FCA-authorised firms failed to survive year one
- Friday, 20 January 2023
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The latest FCA data has revealed that 300 newly-authorised firms failed to survive their first year and nearly 3,000 firms did not make it to their fifth year.
Read more ...HMRC warns about 5 tax avoidance schemes
- Friday, 20 January 2023
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HMRC has named five tax avoidance schemes, including three promoted by AML Tax (UK) Limited.
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