Coventry-based BRI Wealth Management has expanded its Midlands presence with the acquisition of two Financial Planning firms.
Read more ...Scottish adviser firm fails with BSPS claims
- Tuesday, 05 September 2023
- Articles

Scottish financial adviser firm MLM Wealth Management Limited (trading as MLM Financial Services / FRN 784277) has been declared as failed by the Financial Services Compensation Scheme (FSCS).
Read more ...Paraplanners wary about use of AI
- Tuesday, 05 September 2023
- Articles

Paraplanners want better tech tools but are wary about using Artificial Intelligence (AI) to improve productivity, a new survey of Paraplanners has revealed.
Read more ...Pension Superfund lowers offer for SIPP firm STM
- Wednesday, 06 September 2023
- Articles

Investment vehicle Pension SuperFund Capital has lowered its offer for SIPP provider STM Group from 70p per share to 67p per share.
Read more ...7,400 member credit union fails
- Wednesday, 06 September 2023
- Articles

West-Midlands credit union 6 Towns Credit Union Limited has been declared in default by the Financial Services Compensation Scheme.
Read more ...Sesame Bankhall hires Wesleyan exec as CEO
- Wednesday, 06 September 2023
- Articles

Adviser network and support firm Sesame Bankhall Group has appointed Richard Harrison as its new CEO, subject to FCA approval.
Read more ...Francis Clark adds senior Planner from Investec
- Wednesday, 06 September 2023
- Articles

South-West-based Francis Clark Financial Planning has appointed Carl Tremlin as senior Financial Planner.
Read more ...FCA may slow payments to combat fraud
- Wednesday, 06 September 2023
- Articles

The FCA may slow down payments by electronic transfer to help combat rising fraud and financial crime.
Read more ...Atomos buys Chartered Planner’s female-focused IFA firm
- Wednesday, 06 September 2023
- Articles

Wealth manager and Financial Planner Atomos has acquired North London Chartered Financial Planner-led Equanimity IFA for an undisclosed sum.
Read more ...Nucleus £242m merger with Curtis Banks approved
- Thursday, 07 September 2023
- Articles

The £242m merger of platform Nucleus and SIPP and SSAS provider Curtis Banks has received regulatory approval after the conclusion of a review by the Competition and Markets Authority (CMA).
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