Two investment managers from Rathbones have agreed to join JM Finn, subject to regulatory and contractual approval.
Embark Group is set to acquire the advised and partnership client books of Alliance Trust Savings from Interactive Investor.
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”.
New academic research for Financial Planning firm Quilter has revealed the personality traits that lead to the most successful and happy advisers.
More people in their twenties are now saving into a workplace pension thanks to the success of automatic enrolment.
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.
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.
Schroders will take over the Woodford Patient Capital Trust by the end of the year, it has been revealed.
Investment platform AJ Bell has revealed a boost in assets and customers in a trading update in respect of its financial year ended 30 September.
A nursery and its main director are to be prosecuted by The Pensions Regulator (TPR) for trying to avoid providing their staff with a workplace pension.