Coventry-based BRI Wealth Management has completed its acquisition of Gloucestershire-based financial advisory firm, FutureFocus Advisory Limited, for an undisclosed amount.
Pensions consultancy LCP has urged the Government to make major changes to ensure that new inheritance tax rules are implemented fairly and effectively.
SIPP and SSAS provider InvestAcc Group has completed its acquisition of the AJ Bell Platinum SIPP and SSAS business for £25m.
Over the past few years we’ve seen an enormous wave of M&A activity in the Financial Planning and Wealth Management sectors. It’s been largely unchecked - until now.
The FCA has warned that the rapid consolidation of the wealth management and financial advice sectors could be leading to ‘poor outcomes for consumers, employees and the wider financial system.'
Private bank Weatherbys, which has a history dating back 240 years, has launched a new execution-only platform for clients with trading fees from 0.01%.
The FCA has confirmed it has lifted the ban on consumers investing money into crypto exchange traded notes (cETNs).
Financial Planning software provider Plannr has developed an integration link with connectivity tool Zero Key.
Ongoing pressure on NHS services is transforming health insurance from a reactive product to one customers are much more likely to use, according to a new report.
Half (47%) of UK savers see their retirement finances as controlled by forces beyond their control, according to a new report.