IntegraFin Holdings, the holding company of platform provider Transact, has revealed a boost in funds under management and profits in its latest figures.
Pensions group XPS has launched XPS Transfer Watch, a monitoring service to track pension transfers as the Pension Freedoms continue to transform the market.
Top Financial Planners reveal their most-used tech tools helping to transform their businesses in the latest Financial Planning Today magazine which is now available.
Three Financial Planning Today readers have won a copy of the new book ‘The Eternal Business’ written by a Financial Planning firm boss about how he sold his firm to his employees.
Inspectors from The Pensions Regulator (TPR) are to carry out from this week ‘short-notice’ inspections of employers who are suspected of flouting their automatic enrolment pension duties.
Close Brothers Asset Management has bolstered its HNW investment team in Scotland with the hiring of Christopher Godfrey-Faussett to the role of managing director.
Investec is to close it direct to consumer Click & Invest online arm after operating losses topped a total of £25m over the past two years.
Bristol-based investment provider and Financial Planner Hargreaves Lansdown has reported its number of active clients has reached 1,188,000 - up 53,000 on the previous trading period and up nearly 100,000 in the past 12 months.
Advised investors in the UK are outperforming DIY investors by more than 25% a year, according to a survey by a fund manager.
Claims management companies and law firms are submitting two thirds of all SIPP complaints - double the percentage seen in the previous year, according to Financial Ombudsman Service (FOS) figures out today.