Adviser support group SimplyBiz has reported a 24% jump in revenue for the year ended December following its takeover of Defaqto in March 2019.
Read more ...Transact founder sells £40m of shares to set up charity
- Tuesday, 28 January 2020
- Articles
Michael Howard, the founder of platform Transact, has sold 8.5m shares in holding company IntegraFin to set up a new charitable foundation.
Read more ...MAPS names Caroline Siarkiewicz as new chief executive
- Tuesday, 28 January 2020
- Articles
The Money and Pensions Service, the government-backed consumer financial guidance body, has appointed acting CEO Caroline Siarkiewicz as its permanent chief executive.
Read more ...Fairstone adds nearly 3,000 clients with two takeovers
- Monday, 27 January 2020
- Articles
Chartered Financial Planning firm Fairstone has acquired two new advisory firms, one in the South and one in the East.
Read more ...CFP pioneer Jervis is new East Midlands CISI President
- Monday, 27 January 2020
- Articles
Well known Financial Planner Andy Jervis CFP, one of the first people in the UK to achieve CFP status, has been appointed by the CISI as President of its East Midlands branch.
Read more ...PFS reveals number of Chartered Planners close to 7,000
- Monday, 27 January 2020
- Articles
Nearly 7,000 UK financial advisers have reached Chartered Financial Planner status 15 years after the designation was launched, according to the latest figures from the PFS.
Read more ...Charles Derby is latest to rebrand under Quilter
- Monday, 27 January 2020
- Articles
Financial Planner Charles Derby Group has been rebranded as Quilter Financial Advisers in the latest move to create a national financial brand for Quilter.
Read more ...FCA apologises after being hit with TPR fine
- Monday, 27 January 2020
- Articles
The Financial Conduct Authority’s pension scheme has apologised after being hit with a £2,000 fine from The Pensions Regulator over governance shortcomings.
Read more ...LV= revamps critical illness cover after adviser feedback
- Friday, 24 January 2020
- Articles
LV= has made significant changes to its Life and Critical Illness insurance following feedback and suggestions from financial advisers.
Read more ...LEBC recruiting after axing 50 jobs in 2019
- Friday, 24 January 2020
- Articles
LEBC, the employee benefits and pension adviser, is recruiting for advisers and Paraplanners following a round of redundancies last year which saw 50 roles axed.
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