Business: Company News
Towergate wins claim against advisers over Ucis & DB transfers
The Court of Appeal has ruled in favour of national advice firm Towergate Financial in a lawsuit against a firm it bought.By Elliot Smith - 14 December 2018, 09:10
Revealed: FCA blocked failed wealth firm’s ‘phoenix’ bid
The regulator blocked an attempt by failed wealth firm Full Circle Asset Management’s managing director to ‘phoenix’ and purchase its client book.
Intrinsic & Bellpenny founder to chair new £450m advice firm
Apollo Multi Asset Management and financial planning firm Total Wealth Planning, have merged
SJP buys Surrey-based protection advice specialist
St James's Place (SJP) has acquired Reigate-based specialist protection advice firm Future Proof.
SimplyBiz ‘exploring options’ as Dynamic Planner contract ends
Support services provider SimplyBiz is ‘exploring options’ ahead of its contract with Dynamic Planner coming to an end in May 2019.
Done deals: the IFAs who sold their businesses in 2018
This year has seen a host of advisers sell their businesses to consolidators – and sometimes to their own staff. Check out all the highlights from eight months of action here.
Senior directors exit LV= in ‘minor restructure’
A number of senior directors are leaving mutual insurer LV= as part of a ‘minor restructure’ following the Allianz deal.
Investing in advice: the 10 largest shareholders in AFH
Continuing our look at the top shareholders in some of the most important firms to our readers, we check who owns AIM-listed consolidator AFH.
How Top 100 advisers tackled 10 tricky planning cases
From women of steel to bin bags of paperwork getting the full works, we reveal some of the best financial planning cases from this year's Top 100.
Late payments & double charges: one client's year of Aviva angst
A client has told New Model Adviser® his story of late payments, inaccurate information and double charges after Aviva's move to new FNZ platform technology created customer service problems.