News
Regulation | news 29 Jan 25
FCA issues ‘first ever’ fine for transaction reporting failures under MiFIR
It needed to receive complete, accurate and timely transaction reports
Overseas Trust & Pension partners with FEIFA
The relationship with FEIFA will be headed up by Rex Cowley, a director at OTAP
Financial planning | news 29 Jan 25
P1 Investment Services launches ‘all-in-one’ client-adviser portal
To streamline back-office functions, reduce difficulties of integrating different technology
Foresight adds £800m AUM with acquisition of WHEB Asset Management
The fund manager and investment team will retain their existing responsibilities
MainStreet Partners names winners of ESG and sustainability awards
This year, MainStreet Partners has introduced new categories