Articles
Titan Wealth completes acquisition of North East IFA
Written by Kat MitchellWealth manager and Financial Planner Titan Wealth has completed its acquisition of North Eastern IFA Prism Financial Advice, adding £630m in assets under management.
FCA dials down Consumer Duty enforcement rhetoric
Written by Kat MitchellFCA CEO Nikhil Rathi has said that the FCA will take a ‘pragmatic’ approach to enforcing its new Consumer Duty.
Diversity initiatives are boosting Planner firms says CII
Written by Kat MitchellEquality, diversity and inclusion (EDI) initiatives have improved innovation and employee engagement at Chartered Financial Planning firms, according to a survey by the CII.
Boundary Review considering digitalisation – Rathi
Written by Kat MitchellThe Advice Guidance Boundary Review is considering the role of digital and automated channels in order for consumers to access pensions planning support, according to FCA CEO Nikhil Rathi.
Planners failing 1 in 3 female clients says report
Written by Kat MitchellFinancial Planners are struggling to meet the needs of one in three female clients, according to research by Schroders.
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The UK economy grew by 0.2% in January according to the latest figures from the Office for National Statistics released today.
GBST adds enhanced modelling to WealthConnect
Written by Kat MitchellPlatform fintech GBST has added enhanced modelling to its cloud-based solution for Financial Planners, WealthConnect.
The Serious Fraud Office today raided two sites and made three arrests in the south of England as part of a new investigation into an alleged £76m luxury care homes fraud.
Wealth manager and Chartered Financial Planner The Penny Group has completed its acquisition of Midlands Financial Planning firm Roberts Financial Consultancy (RFC) Ltd for an undisclosed sum.