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FCA consults on proposals to regulate ESG ratings providers


By Jack Gray

The Financial Conduct Authority (FCA) has published a consultation on proposals to make environmental, social, and governance (ESG) ratings more transparent, reliable, and comparable


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Clifton Wealth Partnership acquires Welsh financial planning firm

Clifton Wealth Partnership has acquired Welsh financial planning firm Lifestyle Financial Advice for an undisclosed amount

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Advice firms lacking full AI policies amid compliance and regulation barriers

Financial advice firms are lacking full artificial intelligence (AI) policies, with many citing compliance and regulation as barriers to adoption of the technology, a report from NextWealth has shown

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EFG to integrate BlackRock wealth tech into advisory platform

EFG International has announced plans to integrate BlackRock’s Aladdin Wealth technology into its advisory platform

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Foster Denovo and Third Financial extend partnership to develop AaaP solution

Wealth management firm Foster Denovo has extended its partnership with Third Financial, signing an agreement to develop a bespoke adviser-as-a-platform (AaaP) solution

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‘Investing in Britain’ hubs to launch next year

Wealth and investment firms have backed the launch of new ‘Investing in Britain’ online hubs, which are set to launch next year

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Guernsey-based Arolla Partners launches fiduciary consultancy service

Guernsey-based Arolla Partners has launched a fiduciary consultancy service for family offices, multi-family offices, and fiduciary service providers

Quilter Financial Planning adds five firms to network

Quilter Financial Planning has announced the addition of a further five appointed representative (AR) firms to its advice network

People moves: Schroders, Altum Group, and Tyndall

The latest appointments in the wealth management industry
Pension/IHT changes set to 'ease the pain' for PRs

Changes to the administrative process needed to bring pensions into the scope of inheritance tax (IHT) are expected to "ease the pain" for personal representatives (PRs), who were previously told they would be required to handle the reporting and payment of IHT

Govt caps IHT trust charges for former non-doms but extends NRB freeze

The government has capped inheritance tax (IHT) trust charges for former non-doms at £5m per 10-year cycle in its Autumn Budget

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