Wealth manager and Financial Planner Succession Wealth – recently bought by Aviva for £385m – has been targeted by fraudsters with a cyber attack. The wealth manager said it has launched an investigation into how the attack happened, and has introduced further security measures. Succession did not share more details of the nature of attack […]

Swedish wealth manager Söderberg & Partners has revealed plans to enter the UK adviser market. The firm aims to partner with up to 1,000 financial advisers in the UK within five years, it said. The plan is to establish and build an independent financial advice and investment management business in the UK. To spearhead the […]

The FSCS has declared in default Maidstone-based retirement adviser H&F Financial Limited (FRN 778297). The firm was declared in default by the FSCS on Friday with three claims against it. All of the claims are pension transfer related, but not BSPS-connected, the FSCS said. The declaration of default opens the doors to former clients of […]

Amid a sea of gloomy news – zero growth anyone? – it was cheering to see this week that global Financial Planner numbers are on the rise. The number of Certified Financial Planner (CFP) professionals has topped a record 213,000, with growth of 5% over the past 12 months. Growth has been particularly rapid in […]