The first quarter of 2022 saw a significant shift in investment company buys by advisers with commodities soaring in popularity as markets around the world were rocked.
Read more ...PIMFA backs imminent FCA ban on CMC phoenixing
- Wednesday, 08 June 2022
- Articles

Wealth management trade body PIMFA has welcomed news that the FCA will ban regulated firms ‘phoenixing’ into Claims Management Companies from 7 July.
Read more ...PFS launches new guidance on later life Financial Planning
- Tuesday, 07 June 2022
- Articles

The Personal Finance Society has published new guidance for Financial Planners on how to engage with clients approaching later life and how to discuss care options in good time.
Read more ...More than half of HNW clients hit by scams
- Tuesday, 07 June 2022
- Articles

More than half (53%) of High Net Worth individuals say they have been victims of a financial scam - a 10% rise in just six months.
Read more ...29% say financial advice ‘too expensive’
- Tuesday, 07 June 2022
- Articles

Nearly 3 in 10 consumers (29%) say that they would avoid taking financial advice because it is too expensive.
Read more ...LV= selects 30-year industry veteran as new chairman
- Tuesday, 07 June 2022
- Articles

Financial provider LV= has appointed ex-Lloyds bank executive Simon Moore as its new chairman.
Read more ...Old Mill expands with South West deal
- Tuesday, 07 June 2022
- Articles

Financial Planner and accountancy firm Old Mill has acquired Ilminster-based financial outsourcing firm Brook Financial as part of a long term drive to expand in the South West.
Read more ...Vanguard launches LifeStrategy model portfolio range
- Monday, 06 June 2022
- Articles

Fund manager Vanguard has today launched two model portfolio ranges called Vanguard LifeStrategy MPS Classic and Vanguard LifeStrategy MPS Global with ‘all-in’ costs between 0.21% and 0.33%.
Read more ...TPR's CEO Charles Counsell to step down
- Monday, 06 June 2022
- Articles

The CEO of The Pensions Regulator, Charles Counsell, is to step down in 2023 after deciding not to seek a second term.
Read more ...Pareto Financial Planning reports 22% rise in turnover
- Monday, 06 June 2022
- Articles

Expanding Manchester-based firm Pareto Financial Planning has reported turnover up by 22% over the past year and total assets under management topping £1 billion for the first time.
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