It is no surprise that the pandemic has nudged, encouraged and, to be fair, forced quite a few people to rethink their retirement plans.
The Initiative for Financial Wellbeing, a non-profit membership organisation set up by Financial Planning firm entrepreneur Chris Budd, has been joined by two new recruits.
Shareholders in wealth manager and Financial Planner Tavistock Investments have voted at a general meeting in favour of selling the firm's multi-asset arm, Tavistock Wealth Limited, to Titan Wealth Holdings for £40m plus an earn-out.
Financial Planning software firm CashCalc, recently sold to FE fundinfo, has unveiled an app for iOS and Android which can be used by financial advisers and their clients to improve communication.
The Financial Conduct Authority (FCA) has charged Simon Day (date of birth 17 March 1973) with one offence of money laundering, contrary to Section 327(1) of the Proceeds of Crime Act.
Ireland and UK wealth manager Davy has agreed to sell its wealth management and capital markets businesses to Bank of Ireland in a 440m Euro (£382m) deal.