Articles
The FCA said today that it would step up its efforts to tackle misconduct such as bullying and sexual harassment at regulated firms.
Private equity investor Pollen Street Capital is to acquire SIPPs and Financial Planning firm Mattioli Woods in a £432m deal announced today.
International Women’s Day: Most women failing to pension plan
Written by Kat MitchellThree in five (60%) women have failed to do any pension planning outside workplace auto-enrolment, according to a new report published to coincide with International Women's Day today.
£24.3bn pulled from funds by retail investors in 2023
Written by Kat MitchellUK retail savers took £24.3bn out of investment funds in 2023, according to the latest data from the Investment Association.
Profits up 18% for Brooks Macdonald after headcount cut
Written by Kat MitchellUnderlying profit before tax rose 18% year-on-year to £17.1m (H1 FY23: £14.5m) for wealth manager and Financial Planner Brooks Macdonald for the six months ended 31 December.
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Fidelity may shed 1,000 jobs in cost cutting move
Written by Kat MitchellPlatform and investment provider Fidelity International is believed to be considering up to 1,000 job cuts as the firm re-evaluates its cost base, according to reports.
Planners disappointed at ‘smoke and mirrors’ Budget
Written by Kat MitchellFinancial Planners have expressed disappointment that frozen income tax and inheritance tax thresholds were not addressed in yesterday’s Budget.
Adviser clients say that “reputation and credibility” were their key factors when choosing a financial adviser, according to a national survey of 2,100 consumers.
Assets up despite dip in net flows for Aviva wealth arm
Written by Kat MitchellAssets under management rose 15% to £170bn for Aviva’s wealth arm for the year ended 31 December 2023 despite a drop in net flows.