Articles
Lucas Fettes buys Suffolk Chartered Financial Planners
Written by KevinExpanding Chartered Financial Planner firm Lucas Fettes Financial Planning has acquired a fellow Chartered Financial Planner firm, Andrew Dickson of Suffolk.
Revealed: CISI 2020 Financial Planning Awards winners
Written by KevinThe Chartered Institute for Securities & Investment has today revealed the winners of its sought-after annual Financial Planning Awards.
Momentum Global Investment Management (MGIM) has agreed to acquire Seneca, creating an asset manager with £4.7bn in assets under management.
SIPP providers need to invest in tech say Planners
Written by Kat MitchellSpeeding up applications through the use of electronic signatures and digital due diligence is key for SIPP providers, according to a new survey of financial advisers.
Preliminary figures from the CISI reveal that 130 Financial Planning offices offered free surgeries to the public during Financial Planning Week #FPWUK which took place last week.
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AJ Bell warns about dangers of investment pathway reforms
Written by Kat MitchellAJ Bell chief executive Andy Bell has written to new FCA chief executive Nikhil Rathi warning him about the consumer dangers of proposed investment pathways reforms.
PLSA urges new DC decumulation regulatory framework
Written by Kat MitchellThe Pensions and Lifetime Savings Association (PLSA) has called for a new regulatory framework to help DC pension savers with the decisions they face when entering decumulation.
Two expanding regional accountancy firms with Financial Planning arms are to combine following a £20m takeover deal.
The new chair of the CISI’s influential Financial Planning Forum Amyr Rocha-Lima has said he would personally “love to see” more collaboration between rival Financial Planning Professional bodies.