Troubled wealth firm Dolfin Financial (UK) Ltd has entered into administration after having restrictions imposed by the Financial Conduct Authority (FCA) in March.
Read more ...Fairstone acquires £250m FUM Belfast Planner
- Thursday, 01 July 2021
- Articles
Acquisitive wealth management and Financial Planning firm Fairstone has acquired Belfast-based ASM Financial Planning with over £250m of funds under management.
Read more ...CII to review PFS plans after barring ‘no confidence’ motion
- Wednesday, 30 June 2021
- Articles
The Chartered Insurance Institute is to launch a consultation with its 125,000 members on the future of its Personal Finance Society arm after barring a last-minute no-confidence motion at today’s AGM.
Read more ...Google to tighten up financial ad rules from August
- Wednesday, 30 June 2021
- Articles
Google is to make it harder for non-FCA authorised firms to advertise financial products in the UK without advance verification.
Read more ...FSCS declares 10 financial firms in default
- Wednesday, 30 June 2021
- Articles
The Financial Services Compensation Scheme has declared 10 financial firms in default in April and May, including several financial advisers.
Read more ...Quilter Financial Planning chair joins main board
- Wednesday, 30 June 2021
- Articles
Quilter Financial Planning chair Chris Samuel has been appointed a non-executive director of the main company’s board with effect from 1 July.
Read more ...FCA orders higher standards at some 'host' fund managers
- Wednesday, 30 June 2021
- Articles
The Financial Conduct Authority is to order "significantly" higher standards at some 'host' Authorised Fund Managers (AFMs) where it has identified weaknesses.
Read more ...Trust fund fraudster sentenced to 2 years
- Tuesday, 29 June 2021
- Articles
A Leicester woman has been sentenced to two years in prison after stealing a pensioner’s life savings after falsely promising to repay it when she inherited a £3.5m trust fund that did not exist.
Read more ...Planners expect equity release growth – report
- Tuesday, 29 June 2021
- Articles
Over three-quarters (78%) of Financial Planners expect more of their clients will look to equity release to support their retirement income needs over the next year, according to a new report.
Read more ...4 in 10 retire with no Financial Planning
- Tuesday, 29 June 2021
- Articles
Around four in ten people retire with no Financial Planning according to a new report.
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