Recommended

1

FCA wins authorisation cancellation fee complaint

The FCA has survived a complaint where a firm wanted a fee charged for cancelling its authorisation refunded. The firm was charged a £1,300 fee after it missed the deadline to have its FCA authorisation cancelled. The firm initially complained to the FCA saying it was unfair the fee was charged because it understood it […]

Business-Handshake-Meeting-Deal-Low-Angular-700x450.jpg

Old Mutual acquires Wiltshire IFA as deal hunt continues

Old Mutual has acquired another financial planning firm as it builds its private client advice arm. The latest target is Wiltshire-based A&M Financial Services, whose clients will now be serviced from Old Mutual Wealth Private Client Advisers’ London office. OMPCA director Dominic Rose says A&M clients will gave “continued access to quality, face-to-face financial planning”. […]

UK-Currency-Money-Pound-GBP-620x413.jpg

Beaufort Group lines up three firms to join network

Beaufort Group is planning to add three more firms to its network with one deal expected to finalise next week. Chief executive Andrew Bennett says the other two small to medium-sized firms are expected to join “imminently”. In January, Beaufort Group added Statehouse Group as an appointed representative. The firm is now called Beaufort Financial […]

Five ways to invest in the connected world

Smart utility metering; fitness trackers; connected cars; smart factories; precision agriculture: the internet of things encompasses myriad applications. But how do you gain exposure – and profit – from this growing trend, asks Neptune fund manager & CTO Ali Unwin. Read more: Important information Investment risks Neptune funds may have a high historic volatility rating […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment