Momodou Musa Touray

Advise Wise has announced the extension of its one-click instruction feature to Forever Legal’s later life legal services. This new integration enables Advise Wise members to instruct Forever Legal directly from the client case within the Advise Wise Platform, streamlining the process and saving valuable time. Advise

Good morning and welcome to your Morning Briefing for Friday 10 January 2025. To get this in your inbox every morning click here. Kingswood appoints Peter Coleman as new CEO Kingswood has appointed former Succession Wealth executive Peter Coleman as its new chief executive. Coleman was hired as CEO in an interim

Kingswood has appointed former Succession Wealth executive Peter Coleman as its new chief executive. Coleman was hired as CEO in an interim basis last July following the departure of David Lawrence. Coleman, who will also join the board of Kingswood as a director, was handed the job today (10 January) on a permanent

The administrators of collapsed PSG Sipp have completed the sale of Unity Sipp business to Pathlines Pensions. The sale, which was first announced last October, was completed yesterday (9 January) The joint administrators, Adam Stephens and Chris Allen of Evelyn Partners, said: “We are pleased to have concluded the

Forty-seven percent of young people say their financial services providers should be responsible for providing them with sound financial guidance and education. Nine out of 10 (90%) 18–30-year-olds say they want more guidance when it comes to managing their money, according to the latest findings from the Young Money

Consolidator Fairstone has added £4.1bn of assets through its successful partnership programme with advice firms across the UK and Ireland.

Premier Miton has seen positive net inflows to its open-ended funds during last quarter of 2024. The flows were largely driven by its US equity, diversified multi-asset, fixed income and absolute return strategies.

Royal London has appointed Isabel Hudson as a non-executive director and chair of its board. Hudson replaces Lynne Peacock, current interim chair, who will be stepping down from the board on 9 February. Hudson has extensive financial services experience spanning insurance, pensions and regulation, telecoms and house

Good morning and welcome to your Morning Briefing for Friday 17 January 2025. To get this in your inbox every morning click here. Quilter repositions portfolios amid bond market crisis Quilter has conducted an ad hoc rebalance across its WealthSelect Managed, Responsible and Sustainable ranges in response to the bond

The Financial Conduct Authority (FCA) says it will remove unnecessary regulations and relax some of the rules firms must adhere to in response to the UK government’s calls to remove barriers to economic growth.