News

CII dispute results in PFS spending £1m on legal and advice costs

Companies

CII dispute results in PFS spending £1m on legal and advice costs

The process of strengthening its governance functions was ‘interrupted'

clock 25 October 2023 • 2 min read
Advisers urged to reconsider psychology in financial planning

Your profession

Advisers urged to reconsider psychology in financial planning

‘The best financial advisers take time to get to know their clients’

clock 25 October 2023 • 1 min read
FCA is managing out smaller firms it does not trust, industry says

Your profession

FCA is managing out smaller firms it does not trust, industry says

‘Consumer Duty regulations mark the end for smaller firms’

clock 25 October 2023 • 2 min read
Compensation falling for ill-advised DB transfers thanks to high gilt yields

Pensions

Compensation falling for ill-advised DB transfers thanks to high gilt yields

Redress has ranged between £100,000 and £150,000 since 2018

clock 24 October 2023 • 1 min read
Appetite for bonds not abating in face of 5% HM Treasury yields

Your profession

Appetite for bonds not abating in face of 5% HM Treasury yields

Yields hit a peak of 5.022% on 23 October

clock 24 October 2023 • 4 min read
Continuum sees adviser numbers increase by 15% year-on-year

Companies

Continuum sees adviser numbers increase by 15% year-on-year

Assets under advice have also increased by 22% at the national IFA

clock 24 October 2023 • 1 min read
Progeny to acquire Edinburgh advice firm adding £600m in AUM

Your profession

Progeny to acquire Edinburgh advice firm adding £600m in AUM

The Leeds-based firm looks to ‘strengthen’ presence in Scotland

clock 24 October 2023 • 1 min read
Ex-Quilter investment manager launches financial planning firm

Companies

Ex-Quilter investment manager launches financial planning firm

Nicholas Hawkins has launched NH Wealth

clock 24 October 2023 • 1 min read
Industry professionals embrace younger clients thanks to cost benefits

Your profession

Industry professionals embrace younger clients thanks to cost benefits

Lower costs prompt professionals to engage with younger clients

clock 23 October 2023 • 1 min read
New wealth manager joins the market with £200m acquisition

Your profession

New wealth manager joins the market with £200m acquisition

New firm Liberate Wealth has acquired Ebor Financial Planning

clock 23 October 2023 • 1 min read