Articles by Jenna Brown
Aviva full year profits rise; exits Italian market
Will pay down debt
LTA freeze: Rishi Sunak sends 'wrong message' to pension savers
'Under the radar revenue raiser'
Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021
Rewatch webinar: Growth vs value debate 'too simplistic' as pandemic lingers
PA working lunches series
FCA expands exec team with four female appointments
Restructure at regulator
Fairstone secures 'major' private equity investment from TA Associates
Alongside current backer Synova
Equilibrium's Gaynor Rigby to exit this summer
Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.
Richard Denning named Ascentric chief executive
M&G bought Ascentric in 2020
Consolidator Kingswood completes WFI purchase with £3.5m payment
Deal struck in 2019
Clifton Wealth Partnership adds Hunt Financial Planning as AR
Specialises in large estates
RSMR removes VAT from managed portfolio service
Industry trend
National IFA Progeny adds conveyancing expertise with Watsons Law acquisition
Conveyancing, land and property law
Financial vulnerability surges to 27.7m during Covid-19 pandemic - FCA
Vulnerability shot up 15% in 2020
IFAs report 76% PII premium hikes as consumers struggle to access DB transfer advice
‘Profound impact on market’
FCA starts High Court action over DB transfer advice failings
Against Paul Steel and Jacqueline Foster
Exclusive: Aviva overhauls declining advice proposition
Will offer simplified advice
Dynamic Planner links with MSCI for ESG analysis
'Direction of travel is clear'
Mattioli Woods acquires planning business Montagu for £2.3m
AUA worth £80m
Chartered trio launch Manchester-based financial planning firm
Three Chartered financial planners have joined forces to launch a new independent business called Sylvan Financial Management.
Single-day pension transfers rise but average completion time dips - Origo
Average transfer takes 11.9 days
It's official: Advice is better than guidance, says Guy Opperman
From the horse's mouth
Pensions minister tells Google: 'Change your ways' on scam advertising
‘Utterly unacceptable'
Investors lose £78m as lockdown sees 'clone fraud' surge
Spike during first lockdown
SOLLA and Just Group update adviser vulnerability training
Covid-19 and cognitive decline
Daniel Baade: The rise of debt financing in IFA M&A
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Regulator set to cap 'excessive' CMC fees
Maximum 30% of redress
The Art of Finance to host exam revision workshops
Two-day remote learning sessions
Nucleus takes institutional approach with low-cost MPS launch
'Better value for money'
AJ Bell platform AUA top £55bn in last quarter
Inflows increased 67% in the quarter
Pension Schemes Bill nears finish line with House of Lords approval
Royal assent soon
Openwork shakes up executive team
Creation of chief commercial officer role
Pension transfer values end volatile year 8% up; scam 'red flags' at record high
‘Substantial volatility’
FCA asks struggling firms: 'How long do you expect to remain in business?'
Third Covid-19 resilience survey sent to advisers
Advisers bullish on sector prospects but waiver on UK economic outlook - survey
Standard Life adviser survey
Fairstone acquires Berkshire-based financial planner with £60m FUM
£800,000 annual fee income
Succession Wealth reports operating loss of £3.6m in 2020
Private equity-backed business
Pension contributions drop 11% during first lockdown
‘Dramatic’ drop due to pandemic’s economic impact
Quilter launches clone scam reporting tool
Rise in clone scams
Perspective Financial Group acquires Corby-based planning firm
Northants and Cambs client base
L&G launches pension pot tracing and consolidation services
Unclaimed pots total £19.4bn
FCA reveals 4,000 firms at risk of failure due to Covid-19
Mainly small and medium-sized outfits
CISI extends remote exam invigilation to all candidates
All its UK and international students
Half of advisers bullish on 2021 business prospects - Charles Stanley
'Advisers have risen to the challenge'
SimplyBiz Group adds Aviva Financial Advice to pension transfer panel
Advice outsourcing option
Covid wealth tax proposals 'unlikely' to progress under Tory government
Report outlined one-off 5% tax on wealth above £500k