The London Institute of Banking & Finance (LIBF) has added the Practical Investment Planning (PIP) module from Practical Financial Exams as an eligible Specialist Unit for its Advanced Diploma in Financial Advice (Adv DipFA).
Financial Planning and retirement savings firm Punter Southall Aspire has expanded its Financial Planning teams with new Chartered Financial Planner appointments in Poole and Oxford.
The FCA has launched a major crackdown on scam bond and investment comparison websites in signs of a tougher approach from the regulator.
Wealth manager and platform firm AJ Bell is to relaunch its recently acquired mobile phone fintech Adalpha as an app-based platform called ‘Touch by AJ Bell'.
M&G Wealth, the new wealth management arm of M&G, has signed a deal with Australian fintech Ignition Advice to help it launch a low-cost, hybrid digital advice service this year.
Wealth manager Fairstone, which incorporates a major Chartered Financial Planning business, has fully acquired East Midlands-based Sterling Asset Management, adding 1,000 new clients.
Ron Treherne IFA Ltd of Cardiff has had its permission to carry out regulated business removed by the FCA after it failed to pay Financial Ombudsman awards against it.
Wealth manager St James's Place says gross inflows for the first five months of 2021 are set to be 23% up on the same period in 2020.
The Investment Association, the fund manager trade body, is to create eight new sectors from the Global and Specialist sectors from 13 September.
More than one in four people (27%) say they have never heard of pension tax relief amid widespread pension ignorance which may be holding back retirement saving.