Advice consolidator makes first acquisition of 2023
Deal adds more than £450m in funds under management
United Kingdom
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Fintech firm creates IFA client document platform
It will help advisers organise customers’ important financial and legal information
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IFA firm and investment manager hit with regulatory restrictions
Director may have taken more than £2m from clients
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FCA fines nearly triple in a year
While US regulator raked in record $6.4bn in penalties
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PEOPLE MOVES: Marlborough, Legal & General, Quilter
Investment firm names CIO, while CEO retires from financial services group
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Pension tax refunds fall to £134m in 2022
Total value of overpayments since pension freedoms nears £1bn
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UK financial services group buys advice firm
Acquired business will retain its branding
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M&G rolls out investment app with Moneyfarm
To target a ‘new generation of savers’
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Advice is ‘too expensive’ and ‘for the wealthy’, Brits claim
44% of Gen-Z savers believe they can source valuable information on social media
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UK turns to industry to solve £26bn lost pensions problem
‘It is time for the DWP to get off the fence and take action’
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How easy is it for advisers to switch professional bodies?
Recent PFS/CII controversy has left some assessing their options
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16% surge in Brits turning to internet for pension help
As Aegon’s Steven Cameron eyes changes to pension tax rules