Investment manager and data provider RSMR has expanded access to its Passive Plus MPS fund range.
Read more ...Fairstone steps up acquisition plans in 2024
- Friday, 01 March 2024
- Articles

Chartered Financial Planning-based wealth manager Fairstone is planning to increase its number of acquisitions this year after acquiring or part acquiring 24 firms over the past 12 months.
Read more ...FCA revokes permissions of Ulster adviser firm
- Friday, 01 March 2024
- Articles

The FCA has halted regulated business at a Northern Ireland financial adviser by revoking its Part 4A permissions.
Read more ...Editor’s Comment: Can the SJP 'empire' strike back?
- Friday, 02 February 2024
- Articles

It’s been a torrid week for wealth manager St James’s Place and senior figures could be forgiven for reaching for the Scotch this weekend. Trebles I suspect.
Read more ...FCA launches criminal probe into WealthTek LLP
- Monday, 04 March 2024
- Articles

The FCA has launched a criminal investigation into Newcastle-based wealth manager WealthTek LLP following the discovery of an £81.5m gap in the firms’ finances.
Read more ...Number of ‘dog’ funds surges by 170%
- Monday, 04 March 2024
- Articles

The number of underperforming so-called ‘dog’ funds has soared by 170% with 151 equity investment funds consistently underperforming their relevant market index over the last three years.
Read more ...New adviser CRM aims to challenge the market
- Monday, 04 March 2024
- Articles

A new adviser CRM has been launched to challenge the likes of established CRM firms such as Intelliflo, IRESS and Time4Advice.
Read more ...Companies House gets new powers to tackle crooks
- Monday, 04 March 2024
- Articles

Companies House has introduced enhanced powers to improve the quality and reliability of its data and tackle the misuse of the companies register.
Read more ...1 in 3 advisers changed platforms last year
- Monday, 04 March 2024
- Articles

A third (34%) of advisers changed platforms in the last year following the Consumer Duty, mergers and technology updates, according to Defaqto’s newly-released annual Platform Service Review for 2024.
Read more ...Chartered Planner joins new FCA Sustainability Group
- Tuesday, 05 March 2024
- Articles

A new industry-led working group set up by the FCA to focus on boosting advisers' sustainable finance capability has included a Chartered and Certified Financial Planner among its founding members.
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