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The Personal Finance Society (PFS), the 40,000-member professional body for Chartered Financial Planners, is to hold its 2023 National Conference at the new International Convention Centre near Newport, Wales.
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Former Centrica chairman Rick Haythornthwaite will take over as the £775,000 a year chairman of NatWest Group in April when current chairman Sir Howard Davies steps down.
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The £242m merger of platform Nucleus and SIPP and SSAS provider Curtis Banks has received regulatory approval after the conclusion of a review by the Competition and Markets Authority (CMA).
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Wealth manager and Financial Planner Atomos has acquired North London Chartered Financial Planner-led Equanimity IFA for an undisclosed sum.
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The FCA may slow down payments by electronic transfer to help combat rising fraud and financial crime.
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South-West-based Francis Clark Financial Planning has appointed Carl Tremlin as senior Financial Planner.
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Adviser network and support firm Sesame Bankhall Group has appointed Richard Harrison as its new CEO, subject to FCA approval.
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West-Midlands credit union 6 Towns Credit Union Limited has been declared in default by the Financial Services Compensation Scheme.
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Investment vehicle Pension SuperFund Capital has lowered its offer for SIPP provider STM Group from 70p per share to 67p per share.
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Paraplanners want better tech tools but are wary about using Artificial Intelligence (AI) to improve productivity, a new survey of Paraplanners has revealed.