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News
Canaccord hires 3 Financial Planners and a wealth planner
21+ hour, 59+ min ago (336+ words) Wealth manager Canaccord Wealth has hired four experienced wealth planners, including three Chartered Financial Planners, to bolster its wealth management teams around the country. Three have been appointed to London with one appointed to Birmingham. The firm said the appointments,…...
FCA tells firms to focus on Consumer Duty outcomes
17+ hour, 53+ min ago (456+ words) The FCA has today told financial services firms to focus on the outcomes of monitoring customers under the Consumer Duty, rather than just their activity. It said some firms need to do more to make monitoring proactive and outcomes-focused. Charlotte…...
Team appoints Lumin Wealth founder to board
20+ hour, 25+ min ago (352+ words) Jersey-based wealth manager Team plc has appointed Lumin Wealth founder John Cusins to the board as an independent non-executive director, with immediate effect. The firm recently acquired troubled Financial Planner and wealth manager WH Ireland for £12.7m, where Mr Cusins, 54, had…...
£6.3bn in Premium Bonds untouched for a decade
19+ hour, 28+ min ago (346+ words) More than £6.3bn has been held in Premium Bond accounts with no deposits, withdrawals or updated contact details for ten years, according to new data obtained through an FOI request. Nearly two thirds of all money held in Premium Bonds in…...
SPA rise forces over 60s to put retirement on hold
21+ hour, 35+ min ago (469+ words) More than a third (36%) of people in their 60s who have yet to retire say they will need to work longer as a direct result of the planned State Pension age rise. Nearly two in five (38%) of 60-65-year-olds say they are…...
Passives take 70% of net fund inflows in Q2
3+ day, 21+ hour ago (404+ words) Global instability saw a surge in investors putting money into passive funds, with 70% of UK net fund inflows into passives in Q2, according to new data published today by platform consultant Fundscape. Fundscape said that in Q2 investors responded to a quarter…...
Editor’s Comment: Is a jobless Financial Planning boom under way?
3+ day, 13+ hour ago (415+ words) The latest FCA Retail Mediation Report for 2025 makes for interesting if conflicting reading. It shows the retail investment sector is mostly in robust health financially except there’s a problem - the number of advisers is declining, significantly. The FCA’s Retail Mediation…...
Rathbones warns Scottish income tax system is harming Scotland
3+ day, 21+ hour ago (297+ words) Wealth manager and Financial Planner Rathbones - a leading employer in Scotland - has warned that the growing complexity of Scotland’s income tax system risks damaging the Scottish economy and putting off clients relocating north of the border. Rathbones, which describes itself…...
Advice firm revenue rises to £6.5bn but adviser numbers fall
3+ day, 19+ hour ago (419+ words) FCA analysis of the advice market for 2025 has revealed a 13.9% increase in retail investment intermediation revenue to £6.5bn despite a decline in the number of retail investment advisers last year. The number of adviser firms has declined sharply in recent years,…...
Half of couples planning finances independently
3+ day, 23+ hour ago (417+ words) Half of couples (46%) are choosing to plan their finances separately despite 65% of advisers reporting that couples were more financially confident when they planned together. Only a third of people (38%) in long-term relationships have sought financial advice alongside their partner, according…...