Wealth and investment manager Brooks Macdonald has recruited former Jupiter chief executive Maarten Slendebroek as chairman, subject to regulatory approval.
New research suggests a split on the direction of stock markets, with advisers far more bullish than clients.
The FCA is to consult in the Spring on introducing a new ‘value for money’ requirement for defined contribution pension schemes.
Fintech Moneyinfo, which provides client portals for financial advisers and wealth managers, is to launch an improved client onboarding integration with Seccl, the Octopus-owned embedded investment platform.
The Personal Finance Society has welcomed confirmation from Chancellor Jeremy Hunt that the EU’s Packaged Retail and Insurance-based Investment Products (PRIIPS) regime will be replaced with a new UK-focused regime.
Pensions and SIPP firm XPS Group has reported a 23% growth in revenues to £94.5m for the latest half year.
Financial Planners have given the Chancellor’s Autumn Statement a qualified thumbs up, particularly in the area of pension saving, although many are holding fire until all the details are released in the Finance Bill.
Royal London has acquired later life lending firm Responsible Group.
Industry experts have praised HMRC's decision will do a U-turn on plans to impose a new pensions death tax on pension scheme members who die before the age of 75.
Fast growing wealth manager and Financial Planner Perspective Financial Group has acquired Essex-based Primera Wealth Management, its 20th acquisition this year.