Insurance intermediary DeadHappy has shut its doors to new customers after its insurance partners pulled the rug following a ...
Irwin Mitchell’s financial planning business, IM Asset Management has hired Stewart Sanderson as its chief executive officer.
The Protection Distributors Group (PDG) has welcomed Chelsea Warren to its board. Warren is head of Financial Protection at ...
Despite its recent poor press, the balanced approach of the 60/40 portfolio means it remains a good option for many long-term ...
Ongoing demand for advice remains “strong” and will most likely stay that way despite short-term shocks that affect investor ...
A key area of the advice guidance boundary review is simplified advice. I don’t believe the model set out will be widely ...
Former Tees Wealth investment head Kieran Follis has teamed up with P1 Investment Services to launch a boutique investment ...
A problem facing firms today is how to deal with legacy clients who pay low ongoing fees — because, under Mifid II, they ...
Good morning and welcome to your Morning Briefing for Monday 18 March 2024. To get this in your inbox every morning click here. FCA to review how firms respond to vulnerable customers The Financial Co ...
Quilter has announced the latest upgrades to its platform. These changes include a new pension top-up service, Faster Payments System and streamlined Expression of Wish process. The pension top-up ...
Bain Capital Tech Opportunities has agreed to buy Iress' UK mortgage software and originations (MSO) business and acquire a majority stake in home loan platform finova for an undisclosed sum. Iress ...
Fintechs PensionBee, EV and Penny have joined the Pension Lab’s #LogYourLoAPain initiative. The campaign, which launched in ...