Financial Planner Schroders Personal Wealth has recruited Ben Waterhouse from Barclays Wealth to be its new chief client officer.
Fund and wealth management group M&G has received the regulatory go ahead for its acquisition of financial adviser firm Sandringham Financial Partners.
Only 1 in 14 clients involve their children in meetings with financial advisers when discussing equity release, according to a new report.
Responsible investment fund flows increased to £1.8bn of net retail sales in November (October £1.5bn), according to new data from the Investment Association.
HMRC has waived late filing and late payment penalties for Self-Assessment taxpayers for one month.
IFA Prosperis has acquired Yorkshire-based Financial Planning firm AJ Hird for an undisclosed sum.
IFA consolidation Elevation Financial Group (EFG) has acquired Essex-based IFA Innovate Financial Solutions (Innovate).
The publication of 24 LIBOR settings has ended with a change in methodology coming into force for the six remaining Euro and Swiss Franc settings.
Client assets at wealth manager and SIPP provider Mattioli Woods rose 42% to £15.1bn over the six months ending 30 November 2021.
Financial Planner and wealth manager Tilney Smith & Williamson has added Essex IFA FP Solutions to its Chelmsford office.