Expanding wealth manager and Financial Planner Craven Street Wealth has acquired London-based Chartered Bernard Barrett Associates.
Read more ...Brooks Macdonald optimistic despite 4.5% revenue dip
- Thursday, 02 March 2023
- Articles

Wealth manager and Financial Planner Brooks Macdonald has reported revenue and profits down for the half year ended December.
Read more ...Pensions Dashboards hit by major delay
- Thursday, 02 March 2023
- Articles

Pensions Minister Laura Trott said today that the Pensions Dashboards will be delayed and will miss the 31 August deadline when the first connections were due.
Read more ...Nearly 3 in 10 advisers changed platform in past year
- Thursday, 02 March 2023
- Articles

Nearly three in 10 advisers (28%) have changed one or more of their preferred platforms in the last 12 months, according to a new survey.
Read more ...Progeny to buy 3-office Chartered Planner
- Friday, 03 March 2023
- Articles

Chartered Financial Planner and wealth manager Progeny is to acquire three-office East Anglian Chartered Financial Planning firm Gibbs Denley.
Read more ...38% 'undersaving’ for retirement - DWP
- Friday, 03 March 2023
- Articles

A new report from the Department for Work and Pensions has revealed that 38% of pension savers are ‘undersaving’ for retirement.
Read more ...Jump of 89% in ESG fund numbers in one year
- Friday, 03 March 2023
- Articles

The number of ESG-labelled fund products in Europe grew by 89% last year, according to a new study by investment research company Fitz Partners.
Read more ...Govt to expand auto-enrolment to milions more
- Friday, 03 March 2023
- Articles

In a surprise move today, the Government has backed a Private Members’ Bill which will extend auto-enrolment (AE) pensions to millions more younger people and low earners.
Read more ...Editor’s Comment: It was all going so well…
- Friday, 24 June 2022
- Articles

There is no getting away from the fact that the plans to launch Pensions Dashboards are in trouble with news this week that the Pensions Minister Laura Trott has stepped in to “reset” the timetable.
Read more ...Fund managers' trade body to join IOSCO
- Monday, 06 March 2023
- Articles

The Investment Association, the fund managers’ trade body, is to join IOSCO, the global body for regulators and securities commissions, as an affiliate member.
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