Page 9 - Your Profession News Today

Professional Adviser is proud to publish the third set of shortlists for the PA Awards 2022.

Professional Adviser is proud to once again publish the firms shortlisted for our regional adviser firm of the year awards, which will be revealed at the black-tie PA Awards ceremony on 26 April, the evening before our flagship PA360 conference for financial advisers.

The Financial Conduct Authority has said it stepped in to prevent a firm that advised on British Steel pension transfers from paying out dividends and disposing of assets without its permission.

Financial advisers may not be emergency workers, but Chris Budd believes he may have once helped saved the life of one by creating a financial plan...

While surveys and market research point to an ageing adviser market and hundreds of imminent exits, Tim Sargisson reckons the growing regulatory burden on one-man bands could be becoming too much...

UK and US advice consolidator Kingswood has snapped up its second UK-based advice firm within a week with the purchase of South Yorkshire business Allotts Financial Services.

A candidate trying to sit a remote Chartered Insurance Institute (CII) exam experienced delays of more than an hour.

Scottish advice firm Tweed Wealth Management has acquired rival Inverness-based firm John Home Wealth Management to take its assets under management to £380m.

SJP has rebranded its logos, seemingly removing the words 'wealth management' and its signature lion from the main brand images.

Advice firm consolidator IWP has appointed Rob Allen as group CEO as outgoing boss David Inglesfield moves over to the firm’s acquisition arm, IWP Investments.