A third (34%) of British adults say that economic uncertainty has impacted their thinking on retirement saving and nearly a third (30%) are concerned about the impact of Brexit on their retirement.
Read more ...More clients to seek financial advice over Brexit fears
- Wednesday, 09 August 2017
- Articles

FCA Tribunal confirms fine and ban for adviser network boss
- Wednesday, 09 August 2017
- Articles

The FCA’s Upper Tribunal has upheld the regulator’s decision to ban Charles Palmer, the former chief executive of Financial Limited and Investments Limited, from performing FCA significant influence functions.
Read more ...Software firm set up by IFA tops £1bn mark
- Wednesday, 09 August 2017
- Articles

CleverAdviser, a cloud-based fund analysis software for IFAs which uses artificial intelligence, has reported passing the milestone of £1 billion of clients’ assets on the process.
Read more ...Sanlam UK acquires 158 adviser Tavistock for £1m
- Thursday, 10 August 2017
- Articles

Sanlam UK – part of South African-owned Sanlam Limited - has acquired the financial adviser network business of Tavistock Financial Ltd from Tavistock Investments Plc.
Read more ...Mansfield IFA firm joins Beaufort Group partnership
- Thursday, 10 August 2017
- Articles

Innovate Wealth Management of Mansfield, Notts, has joined the Beaufort Group, a national partnership of financial advisers, as an appointed representative.
Read more ...Pru to create £332bn M&G Prudential combined business
- Thursday, 10 August 2017
- Articles

Prudential plans to combine its fund manager M&G and Prudential UK & Europe to form M&G Prudential, a combined business managing £332bn of assets for 6m customers.
Read more ...8.6m are sharing family wealth
- Friday, 11 August 2017
- Articles

A new report suggests that 8.6 million parents and grandparents are part of families that depend on both the younger and older generations chipping in financially.
Read more ...Police arrest man on suspicion of running Square Mile ‘boiler room’
- Friday, 11 August 2017
- Articles

City of London Police this week arrested a man in the City on suspicion of conspiracy to defraud and money laundering.
Read more ...ABI attacks PRA for increasing reporting requirements
- Friday, 11 August 2017
- Articles

The Association of British Insurers has voiced unexpectedly strong criticism of the latest Prudential Regulation Authority proposals which it warns is planning to further increase reporting burdens for insurers.
Read more ...Succession operating profit up 69% to £2.3m
- Friday, 11 August 2017
- Articles

Succession, the wealth manager platform business, has reported turnover and operating profits up strongly this year.
Read more ...