‘Wobbly bits’ title a disservice to important diversity progress
Syntax is vital for creating an inclusive industry
Author: Alina Khan
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Huge decline in number of new managed portfolio launches
Just five launches have been reported to Morningstar this year
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UK wealth manager buys London-based IFA firm
Acquired business offers advice predominantly to female high net worth clients
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Former The Fry Group financial planner sets up UK firm
To help clients make ‘wise investment decisions and minimise tax liabilities’
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Financial advice company fails
With the FSCS receiving claims relating to the British Steel Pension Scheme
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IFA group snaps up three UK advice firms
Taking the number of acquisitions made this year to 15
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IFA acquirer buys UK financial planning company
Deal adds £40m in client funds
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Two foundations join forces to help women into financial services
Programme will have an initial cohort of 10 women
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Pension transfer activity falls to lowest level in five years
As FCA updates guidance on how to support vulnerable clients when providing pension transfer advice
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UK wealth manager hit with regulatory restrictions
They came into effect on 16 August 2023
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Quilter Cheviot’s MPS available on three additional platforms
Taking the total number of adviser platforms using the MPS to 15
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CISI partners with Anglia Ruskin University
To offer eligible students the option of sitting CISI exams during their course