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News

Rathbones profits surge 73% as it plans MPS and decumulation launches

Companies

Rathbones profits surge 73% as it plans MPS and decumulation launches

Upgraded MPS for IFAs set for 2025 launch

clock 26 February 2025 • 3 min read
Schroders names wealth management CEO

People

Schroders names wealth management CEO

Oliver Gregson to replace Mary-Anne Daly from June

clock 26 February 2025 • 2 min read
Saba withdraws general meeting requisition at Middlefield Canadian Income

Investment Trusts

Saba withdraws general meeting requisition at Middlefield Canadian Income

Suspended for 60 days

clock 25 February 2025 • 1 min read
WealthTek's John Dance to face trial in 2027 for £64m fraud

People

WealthTek's John Dance to face trial in 2027 for £64m fraud

Court date set as he pleads not guilty

clock 25 February 2025 • 2 min read
Wealth manager Boolers launches three funds

Multi-Asset

Wealth manager Boolers launches three funds

IFSL Boolers Cautious, IFSL Boolers Balanced and IFSL Boolers Adventurous

clock 25 February 2025 • 2 min read
Annuity revival continues as adviser quotes up 64% in past decade

Income

Annuity revival continues as adviser quotes up 64% in past decade

But interest rate cuts coincide with quote volume dip in Q3 and Q4

clock 25 February 2025 • 3 min read
FSCS working with Police Scotland on under investigation firm

Companies

FSCS working with Police Scotland on under investigation firm

Lifeboat fund aware that customers had purchased investments from insurance broker

clock 25 February 2025 • 2 min read
Experienced adviser launches financial education website

Your profession

Experienced adviser launches financial education website

Subscription-based model designed for individuals and businesses

clock 25 February 2025 • 2 min read
Average pension transfer times dipped during 2024 while values grew

Pensions

Average pension transfer times dipped during 2024 while values grew

Origo data suggests overall pension transfer times took 12.3 days to complete last year

clock 25 February 2025 • 2 min read
FCA ongoing services wish lists: 'Advice shouldn't be like a car tax reminder'

Regulation

FCA ongoing services wish lists: 'Advice shouldn't be like a car tax reminder'

FCA urged to adopt a 'more principled and realistic approach'

clock 25 February 2025 • 3 min read
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