Director banned over £8m care home investment scheme
He has been handed a 10-year disqualification order
Latest news
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‘Woeful’ British Steel IFA company fined £2.4m
It provided unsuitable pension transfer advice to both BSPS and other DB members
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JP Morgan PB invests in two Swiss fintech firms
To bolster its digital offering for UHNW clients across Europe, Middle East, Latin America and Asia
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Tavistock offloads research firm bought six months ago
Business sold for £3m – the same price paid for it in May 2022
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FCA wants pension providers to boost consumer engagement
As it sets out standards to make sure savers can access ‘value for money products’
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Kingswood bags advice firm in £12.4m acquisition
It has four potential M&A deals currently under exclusive due diligence
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FCA to unveil £5,000 fee for financial promotion applications
Following amendment to prohibit firms undertaking marketing on behalf of unauthorised businesses
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UK retirees suffer £210m state pension shortfall
DWP identified nearly 32,000 instances where it underpaid pensioners since January 2021
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Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors
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How can networks help advice firms?
Changes in regulation and Brexit have put an increasing amount of pressure on advisory and wealth businesses
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‘Great disappointment’ as Macron backtracks on US Fatca talks
Mere days after confirming he would have raised the issue with president Biden
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PEOPLE MOVES: Atlantic House, LGT, Fidelity
Investment firm names head of distribution, while wealth manager bolsters Middle East client services team