Acquisitive digital wealth manager Verso Wealth Management, which snapped up several Financial Planning firms last year, has appointed former Brown Shipley chief executive Alan Mathewson as group chief executive.
The Personal Finance Society has launched its 2023/24 PFS Personal Finance Awards and Financial Planners and firms have until 14 July to enter.
The Financial Services Compensation Scheme has launched an investigation into Newport-based Niche Independent Financial Advisers Ltd (FRN: 472635).
More than half of financial advisers reckon the FCA’s thematic review of retirement income advice should recommend a different investment approach for clients in decumulation compared to those in accumulation.
Scottish Financial Planning firm Acumen has added five new Financial Planners and paraplanners to its Aberdeenshire, Edinburgh and Glasgow offices.
Sales of annuities surged more than a fifth during the first three months of the year to reach their highest level for eight years.
The FCA has halted regulated business at 'no client' Mayfair-based financial adviser Kingsbridge Capital Advisors Ltd (KCAL) over non payment of FCA fees.
Campaigners have launched a new group to fight pensions inequalty with the backing of over 20 pensions companies and organisations.
The Chartered Institute for Securities & Investment, the professional body which provides the Certified Financial Planner designation in the UK, has appointed two new branch Presidents.
Integrafin, parent company of platform Transact, suffered a near £4m fall in IFRS pre-tax profit in the half year to 31 March as it was hit by rising costs and adverse markets.