Curtis Banks, the SIPP and SSAS provider agreed to make two acquisitions totalling over £50m: rival SIPP and SSAS firm Talbot and Muir and fintech provider Dunstan Thomas.
Read more ...Curtis Banks buys Talbot and Muir and Dunstan Thomas for £53m
- Thursday, 23 July 2020
- Articles

4 in 10 professionals using video for new business
- Wednesday, 22 July 2020
- Articles

Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.
Read more ...Wealth manager launches ‘fight for fairer advice fees’
- Wednesday, 22 July 2020
- Articles

Flat fee wealth manager Bancroft Wealth has launched a campaign to highlight its view that financial advice is too expensive and fees based on a percentage of assets under advice are “unfair.”
Read more ...Paraplanners' annual 'unconference' goes virtual
- Wednesday, 22 July 2020
- Articles

The Paraplanners Assembly, the support community for Paraplanners, is to run its annual conference as a virtual event called ‘The Big Day Out In.’
Read more ...Regulators consult on revised complaints system
- Wednesday, 22 July 2020
- Articles

The FCA, PRA and Bank of England are consulting on an updated Complaints Scheme to make it simpler and more "user friendly."
Read more ...Treasury acts to avoid repeat of LCF mini-bond debacle
- Tuesday, 21 July 2020
- Articles

The Treasury is consulting on proposals to make it harder to promote unauthorised financial products via authorised firms.
Read more ...CII to check Chartered firms' diversity from 2021
- Tuesday, 21 July 2020
- Articles

The Chartered Insurance Institute will check the effectiveness of diversity policies at Chartered Corporate firms from 2021 when the renew their status.
Read more ...73% of advisers say remote working hitting new client search
- Tuesday, 21 July 2020
- Articles

The loss of face to face client engagement due to the Coronavirus pandemic is hitting advisers ability to find new clients, according to 73% of advisers polled for a new survey.
Read more ...Momentum rebrands SIPP arm as iPensions
- Tuesday, 21 July 2020
- Articles

UK and international SIPP provider Momentum Pensions is rebranding its SIPP business as iPensions Group to underline its technology-led strategy.
Read more ...Two ‘diamond’ investment crooks told to pay back £173k
- Monday, 20 July 2020
- Articles

Two fraudsters - jailed for their roles in a £415,000 boiler room investment fraud involving worthless coloured diamonds - have been ordered to pay back £172,987.
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