Isabel Baxter

The Financial Conduct Authority (FCA) has launched a major review of defined contribution (DC) pension rules.

Progeny’s adviser academy is a boutique offering which is looking to expand, its head Heather Ross tells Professional Adviser.

The merger of Quilter Cheviot’s (QC) discretionary fund management (DFM) and financial planning businesses puts the final bit of the firm’s offerings together, its CEO Andrew McGlone told Professional Adviser.

Advice technology business Focus Business Solutions (Focus), trading as Focus Advice Technology, has completed its management buyout (MBO) from Abrdn.

The Financial Conduct Authority (FCA) issued a decision notice banning and fining Richard Fenech and Heather Dunne over unsuitable pension transfer advice.

Bourne House, formerly F T Financial Management, has been declared failed by the Financial Services Compensation Scheme (FSCS) over pensions advice.

Titan Wealth has acquired financial planning firm Independent Wealth Planners (IWP), subject to regulatory approval.

As the big day creeps nearer and nearer, Professional Adviser explores what financial advice firms have done to engage with clients over the festive period.

Bespoke model portfolio service (MPS) solutions are going to be a key trend going into 2025, Parmenion head of investments Harry Garrett has told Professional Adviser.

Set up through the ValidPath network 20 December 2024 • 4 min read Chartered financial planner Keith Brooks has recently launched his own firm through the ValidPath network.