Wealth manager and Financial Planner Quilter has received regulatory approval for the sale of its international business to Utmost Group.
Three quarters (74%) of financial advisers offer an ESG investment proposition, according to a new report.
Bain Capital has outlined plans for its takeover target, the mutual provider LV=, ahead of a key member vote on the controversial deal.
Wealth manager St James’s Place has partnered with later-life services platform Air Group.
Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.
Wealth manager and Financial Planner Kingswood has acquired Yorkshire-based Financial Planning firm Money Matters North East (MMNE).
The FCA has fined award-winning firm Sunrise Brokers LLP £642,000 for ‘seriously deficient’ anti money laundering systems and controls.
Independent Wealth Planners (IWP), the rapidly expanding Financial Planning-focused advisory group, has acquired two more firms to add £362m in assets.
Aegon’s UK adviser platform has reduced its outflows to £53m for the third quarter - down 87% from the same quarter last year when it saw £420m in outflows.
The Money and Pension Service (MAPS) has developed new guidance for schools to encourage conversations about money in the classroom.