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Independent Wealth Planners UK (IWP) has acquired financial planning firm Hunter Hammond Daniel Associates (HHDA). HHDA is headquartered in Hove, Sussex, and has a...
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Independent Wealth Planners UK (IWP) has acquired financial planning firm Hunter Hammond Daniel Associates (HHDA). HHDA is headquartered in Hove, Sussex, and has a...
Kingswood has agreed to buy Surrey-based IFA firm Regency Investment Services. Regency provides independent financial advice to individuals primarily in the greater London area...
Midlands-based Connected Financial Services Limited, which is trading as Otium Finance and Rothgen Capital , failed on 17 September, according to the Financial Services...
360F has entered the Middle East advice market with ambitions to launch a number of projects. The fintech firm has partnered with Zurich Insurance...
An online 401(k) provider is striving for growth during the recession — and part of its strategy is to eliminate all transaction fees. Human...
National Australia Bank’s wealth management arm has been sanctioned by the Australian federal court after it discovered that two of its superannuation trustee companies, Nulis Nominees and MLC Nominees,...
The Singapore subsidiary of Franklin Templeton, Templeton Asset Management, and Razer Fintech, the financial arm of Razer, have signed a memorandum of understanding to...
Malta’s Financial Intelligence Analysis Unit (FIAU) has given a €1.2m (£1.1m, $1.42m) fine to wealth firm MPM Capital Investments. The agency penalised the firm...
The Information Commissioner’s Office (ICO) has issued a £130,000 ($168,560, €141,770) fine to Swansea-based CPS Advisory for making more than 100,000 unauthorised direct marketing...
Independent Wealth Partners UK (IWP) has Beyond Financial, based in Solihull in the West Midlands. It will join IWP’s Warwickshire regional hub Alexander Grace. This marks the financial advisory...