Page 3 - Ed Dymott News Today

Catch up on Money Marketing's most popular stories this week. Rachel Vahey discusses the new pension rules for April 2023 and financial advisers are leaving larger firms to start their own businesses according to Ed Dymott.

Platform white labelling is not a new concept. It has been around for decades. But in recent months the debate about whether the future of platforms is adviser-owned has been reignited. And it is dividing opinion now more than ever.

Deal is the company’s second acquisition in the country

SUSSEX-based Benchmark Capital has completed its second acquisition in Northern Ireland by buying Kennedy Independent Financial Advice (KFA) in Strabane for an undisclosed sum.

Benchmark Capital has completed its acquisition of Kennedy Independent Financial Advice (KFA), a Chartered advisory business based in Northern Ireland (NI).

Benchmark Capital has completed a deal to buy Northern-Ireland-based Kennedy Independent Financial Advice (KFA).

Schroders Group subsidiary Benchmark Capital has completed the acquisition of Strabane-based Kennedy Independent Financial Advice

The Chartered Insurance Institute (CII) has defended its position to appoint a majority of directors to the Personal Finance Society

Benchmark Capital, the financial planning part of Schroders Group, has reached an agreement to take a 51% shareholding in Oculus Wealth Management.

Benchmark Capital (Benchmark) has reached agreement to acquire a 51% shareholding in Harrogate-based Oculus Wealth Management. The deal is subject to FCA approval. The investment brings an additional £2bn of assets to the Benchmark group and adds a broader range of services.