Investment manager and adviser support services provider Tatton Asset Management has completed its £7m acquisition of 50% of DFM 8am Global.
Read more ...Nearly 62,000 trusts registered in H1 2022
- Monday, 15 August 2022
- Articles

Nearly 62,000 trusts (61,692) have been registered with HMRC in the first six months of 2022 as the deadline to register a trust approaches.
Read more ...IWP buys female-led Financial Planner firm
- Monday, 15 August 2022
- Articles

Fast-growing Financial Planning group Independent Wealth Planners (IWP) has completed a deal to buy female-led Financial Planner Holistic Financial Leadership (HFL) for an undisclosed sum, adding £252m in assets to IWP.
Read more ...Crisis causes 32% to cut back on saving
- Friday, 12 August 2022
- Articles

A new consumer finance survey carried out this month suggests that 32% of people have cut back on saving due to the cost of living crisis.
Read more ...IIC launches Consumer Duty assessment
- Friday, 12 August 2022
- Articles

Client insight firm Investor in Customers (IIC) has launched a new Consumer Duty assessment service.
Read more ...Progeny welcomes 9 students to first summer school
- Friday, 12 August 2022
- Articles

Fast growing Leeds-based Financial Planning and professional services group Progeny welcomed nine students to its first summer personal finance school held last week for 16-to-18 year olds.
Read more ...Just 1 in 10 advisers would consider crypto investing
- Friday, 12 August 2022
- Articles

Over nine in ten IFAs would avoid recommending investing in cryptocurrency to their clients, according to a new report.
Read more ...IFAs hit by £100m Axiom investment fraud - judge
- Thursday, 11 August 2022
- Articles

Fraudster Timothy Schools, 61, who was behind a collapsed £100m investment scheme used to fund his luxury lifestyle and network of 'no fee, no win' law firms, has been sentenced to 14 years in prison at Southwark Crown Court today.
Read more ...Adviser pleads guilty to regulatory offences
- Thursday, 11 August 2022
- Articles

Larry Barreto has pleaded guilty to two counts of carrying on regulated activities without authorisation.
Read more ...Most financial professionals 'uncomfortable' about banter
- Thursday, 11 August 2022
- Articles

The majority (97%) of financial services workers have been made to feel uncomfortable by unwelcome banter at some time during their career, according to a new report.
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