Bellpenny has agreed a deal to acquire the business of Winchester-based IFA City Wealth Management for an undisclosed sum. The acquisition adds £31m in assets under advice and sees 100 active clients transfer over to Bellpenny. City Wealth Management adviser and director Andrew Gibson will not be joining Bellpenny, but will work with Bellpenny to […]
More clarity is needed on why asset managers should be subjected to bank-like stress tests as the industry is at risk of overregulation, say industry experts. The International Monetary Fund is the latest organisation to call for asset managers to be subject to stress tests, in a similar way to banks, in a bid to […]
Advisers are exposing their clients to the risks of fraud and theft, experts warn as research reveals hundreds of firms are using non-secure email addresses. Data from Matrix Solutions compiled for Money Marketing shows 9 per cent of advice firms use a webmail domain name as their company email address. Of a sample of 4,945 […]
Conservative plans to extend the Right to Buy programme to housing association tenants were slammed in last night’s BBC opposition leaders debate. The Tories announced the plans ahead of their manifesto launch last week, promising that 1.3 million tenants could qualify for discounts of up to 35 per cent in seeking to buy housing association […]
Johnson Fleming has received the ISO 22301 accreditation, which demonstrates the company’s ability to effectively understand and prioritise the threats to the business.
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