Your profession

PlannerPal raises £4.3m to build 'client intelligence layer'

Companies

PlannerPal raises £4.3m to build 'client intelligence layer'

Funding round led by Mercia Ventures

clock 07 October 2026 • 2 min read
Fairstone adds £170m AUM with Sussex financial planner acquisition

Companies

Fairstone adds £170m AUM with Sussex financial planner acquisition

Foundation Financial Planning joins Fairstone after BDO programme

clock 07 October 2026 • 2 min read
FCA annual meeting dominated by whistleblower handling criticism

Regulation

FCA annual meeting dominated by whistleblower handling criticism

After the death of Simon Andriesz

clock 07 October 2026 • 3 min read
SJP tilts away from corporate bonds and emerging markets in multi-asset rebalance

Companies

SJP tilts away from corporate bonds and emerging markets in multi-asset rebalance

Increases government bond exposure

clock 07 October 2026 • 2 min read
Sentiment on the rise but 'calm may not last' as Budget looms

Your profession

Sentiment on the rise but 'calm may not last' as Budget looms

According to Dynamic Planner’s Financial Happiness Index

clock 06 October 2026 • 2 min read
Fidelity Adviser Solutions extends ZeroKey integration to Intelliflo users

Technology

Fidelity Adviser Solutions extends ZeroKey integration to Intelliflo users

Designed to reach more advisers

clock 06 October 2026 • 2 min read
SJP business sale scheme enhancement not linked to recent adviser departures

Companies

SJP business sale scheme enhancement not linked to recent adviser departures

Improvements on existing process rather than overhaul

clock 06 October 2026 • 2 min read
SJP adviser academy welcomes 200 graduates

Your profession

SJP adviser academy welcomes 200 graduates

Graduation ceremony held on Friday

clock 05 October 2026 • 2 min read
Perspective acquires five advice firms adding £600m AUA

Companies

Perspective acquires five advice firms adding £600m AUA

Latest cluster of buys brings total deals this year to 19

clock 05 October 2026 • 2 min read
People Moves: WPS Advisory hires Fiona Tait as head of advice standards

People

People Moves: WPS Advisory hires Fiona Tait as head of advice standards

Joins from Intelligent Pensions

clock 05 October 2026 • 1 min read