Industry
CISI unveils Financial Planning Week 2025 as ‘opportunity to give back’
It will take place between 27 January and 2 February next year
Succession Wealth acquires £1.1bn AUA True Wealth Group
The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024
FCA bans duo for ‘recklessly breaching’ advice firm’s asset requirement
The firm’s bank accounts held no funds for customers who were owed redress
Financial planning | 15 Nov 24
St. James’s Place ‘welcomes’ next phase of the Advice Guidance Boundary Review
Targeted Support should provide a framework that enables consumers to make better-informed decisions
Retirement | 15 Nov 24
II Awards 2024 Winner’s Stories – IFGL Pensions
The video took place at the 25th Annual II Awards VIP Screening event in Covent Garden, London in October 2024




