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Your profession

Titan Square Mile CEO Richard Romer-Lee to retire

People

Titan Square Mile CEO Richard Romer-Lee to retire

Long-standing career in fund research

clock 02 June 2026 • 2 min read
Advisers report under 50s make up growing chunk of client banks

Your profession

Advisers report under 50s make up growing chunk of client banks

Under 40s make up almost a third, FE Fundinfo research finds

clock 02 June 2026 • 2 min read
Shackleton buys London advice firm

Companies

Shackleton buys London advice firm

Focus on creative and media professionals

clock 02 June 2026 • 2 min read
How the 100-year life is reshaping financial planning

Your profession

How the 100-year life is reshaping financial planning

'The financial planning sector needs to continue to evolve'

clock 02 June 2026 • 4 min read
Tax a 'significant issue' for clients but capital loss tops concerns

Your profession

Tax a 'significant issue' for clients but capital loss tops concerns

IHT on pensions concern near universal, Schroders finds

clock 02 June 2026 • 3 min read
Fidelius and law firm launch joint venture LS Wealth

Companies

Fidelius and law firm launch joint venture LS Wealth

With London-based law firm Lawrence Stephens

clock 02 June 2026 • 2 min read
Rosemount financial promotions tool built to get ahead of 'AI-generated nonsense'

Technology

Rosemount financial promotions tool built to get ahead of 'AI-generated nonsense'

Average financial promotion approval turnaround time of one hour

clock 02 June 2026 • 3 min read
Director jailed for near £9m investment fraud

Regulation

Director jailed for near £9m investment fraud

Declan Nowell sentenced for ‘Ponzi-style’ investment scam

clock 01 June 2026 • 2 min read
Transitioning from legacy to AI-native technology in advice

Technology

Transitioning from legacy to AI-native technology in advice

'Unplugging advisers from the Matrix'

clock 01 June 2026 • 4 min read
Evelyn Partners names CEO and CFO as NatWest deal nears completion

Companies

Evelyn Partners names CEO and CFO as NatWest deal nears completion

Geddes and Gersh to exit

clock 01 June 2026 • 2 min read
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