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Your profession

Advice/guidance review may trigger regulatory framework overhaul

Your profession

Advice/guidance review may trigger regulatory framework overhaul

The advice/guidance boundary review is centred on four key consumer harms

clock 22 September 2023 • 1 min read
Firms told they are 'too focused' on numbers rather than services

Your profession

Firms told they are 'too focused' on numbers rather than services

Industry experts gathered to discuss challenges posed by Consumer Duty

clock 22 September 2023 • 2 min read
People Moves: Neil MacGillivray to retire after 25 years at Nucleus

People

People Moves: Neil MacGillivray to retire after 25 years at Nucleus

Joined the platform in 1998 after a career at Bank of Scotland

clock 22 September 2023 • 1 min read
Rathbones and Investec complete merger to create £100bn business

Companies

Rathbones and Investec complete merger to create £100bn business

Creates one of the UK's largest discretionary wealth managers

clock 21 September 2023 • 1 min read
Wren Sterling makes double acquisition adding £400m in AUM

Companies

Wren Sterling makes double acquisition adding £400m in AUM

Added 1,000 to its books through two advisory deals

clock 21 September 2023 • 1 min read
FE Fundinfo buys French firm to boost distribution channel

Your profession

FE Fundinfo buys French firm to boost distribution channel

The firm acquires Adjuto to ‘further strengthen its reliable status’

clock 20 September 2023 • 1 min read
PA360 North: Two weeks left to secure your place!

Adviser tips

PA360 North: Two weeks left to secure your place!

Join us for our specialist one-day management event for advisers 

clock 20 September 2023 • 1 min read
Quilter Cheviot adopts MPS changes amid 'uncertainty'

Your profession

Quilter Cheviot adopts MPS changes amid 'uncertainty'

The firm made adjustments within 'Building Block' funds

clock 20 September 2023 • 2 min read
Wedding planner to adviser: Sophie Lodge on happily ever after

Your profession

Wedding planner to adviser: Sophie Lodge on happily ever after

‘I want to be the financial adviser that I wish I had’

clock 20 September 2023 • 4 min read
Tavistock seeks expansion through 'further acquisitions'

Your profession

Tavistock seeks expansion through 'further acquisitions'

The firm doubled the number of advisers in the year to 31 March 2023

clock 20 September 2023 • 1 min read
123
Most read
01

Firms told they are 'too focused' on numbers rather than services

22 September 2023 • 2 min read
02

Peer-to-peer market grows as advisers seek further diversification

22 September 2023 • 4 min read
03

Advisers have an 'awful lot left to do' on Consumer Duty 'journey'

21 September 2023 • 1 min read
04

FCA cancels advice firm's permissions over £11,000 unpaid fees

21 September 2023 • 1 min read
05

Financial advisers seek certainty on pension taxation

19 September 2023 • 1 min read
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