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Your profession

Adventures in AI: Words of wisdom on chatbots

Technology

Adventures in AI: Words of wisdom on chatbots

Part four in the series...

clock 19 August 2026 • 3 min read
Fairstone acquires Belfast advice firm

Companies

Fairstone acquires Belfast advice firm

Consolidator snaps up Ferguson Hill Asset Management

clock 19 August 2026 • 2 min read
Canaccord Wealth acquires EFG's wealth business

Companies

Canaccord Wealth acquires EFG's wealth business

Snaps up £3.1bn AUM EFG Harris Allday

clock 19 August 2026 • 2 min read
New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

Your profession

New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

'Employers will be expected to take all reasonable steps'

clock 19 August 2026 • 4 min read
People Moves: Truly Independent names Elliot Daniels as director

People

People Moves: Truly Independent names Elliot Daniels as director

National IFA firm targets growth

clock 19 August 2026 • 1 min read
Octopus defends £3bn IHT scheme as scrutiny intensifies over lending disclosure

Companies

Octopus defends £3bn IHT scheme as scrutiny intensifies over lending disclosure

Criticism of transparency on Fern Trading lending activities

clock 18 August 2026 • 4 min read
FCA: Top ten wealth management firms hold nearly 90% of all UK clients

Your profession

FCA: Top ten wealth management firms hold nearly 90% of all UK clients

FCA survey

clock 18 August 2026 • 3 min read
Small advice firms feature prominently in buyer criteria on online M&A platform

Your profession

Small advice firms feature prominently in buyer criteria on online M&A platform

First advice firm seller cohort go live on Melo’s Project Exit

clock 18 August 2026 • 4 min read
'They're angry about tax': Why some UK clients are looking to move away

Your profession

'They're angry about tax': Why some UK clients are looking to move away

IHT changes continue pushing clients out, according to Blevins Franks CEO

clock 18 August 2026 • 4 min read
The integration trap: Five questions wealth managers should be asking

Technology

The integration trap: Five questions wealth managers should be asking

A practical lens for leaders navigating integration

clock 17 August 2026 • 4 min read
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