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.
Read more ...ASI launches climate fund range
- Thursday, 22 July 2021
- Articles

Aberdeen Standard Investments (ASI) has launched a range of climate funds aimed at supporting the shift towards net zero global emissions.
Read more ...15% growth in advised customers for AJ Bell
- Thursday, 22 July 2021
- Articles

Investment platform AJ Bell has reported a 15% rise in advised customers year on year, and 4% over the third quarter, in its latest trading update.
Read more ...Revenues rise at Progeny as firm hunts for acquisitions
- Thursday, 22 July 2021
- Articles

Revenues at expanding Financial Planning firm Progeny have risen £1.2m (17%) year on year for the first half of 2021 as the firm announced it is looking for more acquisitions.
Read more ...4 in 10 Planning firms considering platform ownership
- Thursday, 22 July 2021
- Articles

Over 4 in 10 (44%) of Financial Planning firms are considering operating a platform of their own instead of using or white-labelling a third-part platform, according to a new report.
Read more ...55% of women finance workers ‘stressed’ by pandemic
- Wednesday, 21 July 2021
- Articles

A new survey by a Financial Planning professional body has revealed that 55% of women have suffered from "stress, anxiety or depression" in the past year.
Read more ...Fintel sells Zest tech business for £10m
- Wednesday, 21 July 2021
- Articles

Fintel, formerly known as SimplyBiz, has sold its ‘non-core’ Zest tech business for £10m, the company reported today.
Read more ...Close Brothers AM buys Chartered Planner firm
- Wednesday, 21 July 2021
- Articles

Wealth firm and fund manager Close Brothers Asset Management has acquired a Chartered Financial Planning partnership which focuses on working with HNW client families and manages nearly £300m in assets.
Read more ...Fairstone adds 2 firms to buy-out scheme
- Wednesday, 21 July 2021
- Articles

Wealth adviser Fairstone, which incorporates a large Chartered Financial Planning firm, has added two new firms to its progressive acquisition Downstream Buy Out (DBO) programme.
Read more ...Savers can avoid 2028 pension age increase
- Wednesday, 21 July 2021
- Articles

Savers looking to transfer their pension have been offered the opportunity to avoid the normal minimum pension age increase in 2028 under new draft legislation proposed by HMRC.
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