The London Institute of Banking & Finance (LIBF) has launched a new professional recognition designation for mortgage advisers.

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Wealth manager Quilter has appointed Tosin James-Odukoya as its new head of inclusion and wellbeing.

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Three directors of Financial Planning and wealth management group AFH have resigned today as the £232m sale of the business went through.

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Digital IFA disruptor Fintuity has raised £2.15m of private and institutional investment to develop solutions to extend financial advice and attempt to close the UK’s growing financial advice gap.

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Thursday, 17 June 2021
Articles

JP Morgan Chase has acquired loss-making digital wealth manager Nutmeg as it looks to expand its retail digital wealth management offering.

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Independent Wealth Planners (IWP) has acquired Guildford-based Financial Planning firm Omnium Capital Limited.

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The number of defined benefit pension transfers with at least one warning sign of a potential scam or poor member outcomes has hit its highest level in five months.

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Over 2.3m UK adults now own cryptocurrency, according to the latest research from the Financial Conduct Authority (FCA).

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Financial Planners are forecasting a boom in clients seeking advice on inheritance tax, according to new research.

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Expanding wealth manager and Financial Planner Kingswood has agreed to acquire North Lincolnshire Chartered Financial Planning firm Admiral Wealth Management for a cash consideration of £4m, payable over two years.

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