Platform and investment manager 7IM has acquired Financial Planning firm Eastcote Wealth Management for an undisclosed sum.
Read more ...Titan Private Wealth hires new joint CEO from Investec
- Wednesday, 20 March 2024
- Articles

Investment manager Titan Private Wealth has appointed Matt Beddall as joint CEO alongside existing CEO Mark Puleikis.
Read more ...SimplyBiz offers Defaqto Engage free to member firms
- Wednesday, 20 March 2024
- Articles

Adviser support network SimplyBiz is to offer free access to Defaqto’s Engage Financial Planning system to all its members.
Read more ...Income protection sales rise 16% year-on-year
- Wednesday, 20 March 2024
- Articles

Sales of new individual income protection policies rose 16% year-on-year to hit 247,000 in 2023, according to new figures from insurance and investment provider trade body the ABI.
Read more ...Experts says FCA review highlights key role of Planners
- Wednesday, 20 March 2024
- Articles

The FCA’s thematic review - which investigated how firms were providing retirement income advice - has demonstrated the value of a good Financial Planner, according to financial professionals.
Read more ...Platforms assets show early signs of recovery
- Thursday, 21 March 2024
- Articles

After a turbulent two years platforms are beginning to show signs of recovery with assets up, according to a new study by platform consultancy the lang cat.
Read more ...M&G platform and advice business hit by losses
- Thursday, 21 March 2024
- Articles

M&G’s platform and advice businesses saw an increase in annual pre-tax losses to £32m in 2023 (2022: £24m).
Read more ...Perspective adds M&A head as it eyes more acquisitions
- Thursday, 21 March 2024
- Articles

Financial Planning firm Perspective has appointed Sam Ward as head of mergers and acquisitions.
Read more ...4 in 5 savers unaware of upcoming ISA rule changes
- Thursday, 21 March 2024
- Articles

Almost 4 in 5 (78%) of savers are in the dark about a rule change that will allow them to open multiple ISAs of the same type within the same tax year from April, according to a new report.
Read more ...Bank holds base rate at 5.25% for fifth time
- Thursday, 21 March 2024
- Articles

The Bank of England kept its base rate at 5.25% today for the fifth time in a widely expected decision.
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