SJP unveils responsible investment training programme
To help its advisers integrate best practices when dealing with clients
United Kingdom
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Copia Capital unveils Consumer Duty toolkit for advisers
It teamed up with the Lang Cat to help firms implement the regulation
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Advice tech firm eyes UK and US expansion after raising $18m
BNY Mellon and RBC invested in the company during a funding round
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FCA expects firms to make ‘fundamental changes’ for Consumer Duty
But it wants to work together with industry to ‘rebuild trust and confidence’
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Evelyn Partners buys tax advice firm
In a bid to expand its footprint in the north of England
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PEOPLE MOVES: Brooks Macdonald, Sigma, Tenet&You
Chairman leaves investment manager, while UAE wealth firm names managing partner
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Menopause support for women lacking in financial services
Some feel this is caused by ageism and gender discrimination
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More firms found to have misled British Steel workers about redress
Four bad apples trying to avoid paying appropriate compensation for unsuitable advice turn out to be at least 15
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Unauthorised investment firm and director sued
FCA wants to recover £2.8m that was taken ‘unlawfully’ from retail investors
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PE-backed wealth manager takes minority stake in IFA firm
It is the first of many such deals the two-year-old company has planned
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£2.7m investment fraudster jailed
Scammer targeted and cold-called at least 175 victims
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11% rise in UK advice M&A deals
‘Signals point to even further consolidation in the year ahead’