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Chartered Financial Planning-based wealth manager Fairstone is planning to increase its number of acquisitions this year after acquiring or part acquiring 24 firms over the past 12 months.
Investment manager and data provider RSMR has expanded access to its Passive Plus MPS fund range.
Wealth manager Waverton is to merge with rival London & Capital to form a £17bn AUM wealth management business.
Fintech and data provider Defaqto has bolstered its Engage Financial Planning system, adding more tools and capability to provide an ‘all in one’ Financial Planning package.
Wealth and investment manager Quilter has extended access to its WealthSelect Managed Portfolio Service to three new third-party platforms for the first time.
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XPS’s Transfer Value Index fell 3.9% in January to £158,000, following two consecutive rises.
Insurance and savings trade body the ABI has called on the Government to scrap Insurance Premium Tax (IPT).
PFS adds Chartered Financial Planner to board
Written by Kat MitchellThe Personal Finance Society has appointed Sheffield-based Chartered Financial Planner Ben Wright to its board.
PIMFA, the wealth and investment management trade body, has raised “serious concerns” about the FCA’s proposals to make public enforcement investigations against regulated firms.