The government has launched a review of the taxation and regulation of UK funds.
Revenues at adviser support company SimplyBiz fell by 3% in 2020 although profits remained steady.
Collapsed firm Liberty SIPP has been declared in default by the FSCS after being placed into administration on 27 April last year.
Assets under management and administration (AUMA) at wealth manager Quilter rose 7% year on year to £117.8bn at the end of December despite a drop in gross sales.
A 21-year-old Paraplanner has qualified as one of the youngest ever Personal Finance Society Fellows.
Julie Scott, chief executive of Standard Life Aberdeen’s Financial Planning arm 1825 for the past four years, is leaving for a new role as chief customer officer at Royal London.
Dundee-based Financial Planner and wealth manager Thorntons Investments has bought Matheson Financial Consulting and Sonas Wealth Management as its ramps up its plans to expand.
National Financial Planner and wealth manager Perspective has revealed plans to acquire more than 10 adviser firms over the next few months after announcing its 39th acquisition today.
US private equity firm Flexpoint Ford LLC has agreed a £224.5m cash takeover of Financial Planning group AFH.
Hurst Point Group has revealed today that it acquired 5 Financial Planning firms in 2020 with more deals on the way.