Trade association PIMFA, which represents 1,000 investment managers and financial advisers, has called on the FCA to “raise the bar” instead of banning contingent charging.
Read more ...Tilney hires new investment management director
- Monday, 28 October 2019
- Articles

Financial Planning and wealth management group Tilney has made a new senior hire in Birmingham.
Read more ...L&G platform names Key as equity release partner
- Monday, 28 October 2019
- Articles

Key Partnerships, the equity release referral service for Key, has been selected as one of SmartrRefer partners – Legal & General Mortgage Club’s referral platform for specialist providers.
Read more ...JM Finn recruits 2 more from Rathbones
- Monday, 28 October 2019
- Articles

Two investment managers from Rathbones have agreed to join JM Finn, subject to regulatory and contractual approval.
Read more ...Embark acquires ATS platform to add £6bn in assets
- Monday, 28 October 2019
- Articles

Embark Group is set to acquire the advised and partnership client books of Alliance Trust Savings from Interactive Investor.
Read more ...TPR intervenes to improve running of pension fund
- Friday, 25 October 2019
- Articles

The Pensions Regulator (TPR) intervened in the running of the London Borough of Barnet Superannuation Fund and says the scheme is now running more “effectively”.
Read more ...Financial Planner research shows advisers’ personality traits
- Friday, 25 October 2019
- Articles

New academic research for Financial Planning firm Quilter has revealed the personality traits that lead to the most successful and happy advisers.
Read more ...Auto-enrolment leads to more young savers, says TPR
- Friday, 25 October 2019
- Articles

More people in their twenties are now saving into a workplace pension thanks to the success of automatic enrolment.
Read more ...Huntswood hires ex-FCA risk expert Paul Dyer
- Friday, 25 October 2019
- Articles

Paul Dyer, former deputy chief risk officer at the FCA, has been appointed to spearhead work on regulatory risk at Huntswood, the regulatory advisory and specialist resourcing firm.
Read more ...Succession Wealth adds £500m funds with new acquisition
- Friday, 25 October 2019
- Articles

Financial Planner and wealth manager Succession Wealth has today revealed the acquisition of Investors Planning Associates (IPA), the national financial advice firm with almost £500m funds under management.
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