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Your profession

Clifton Wealth Partnership acquires two South Wales IFAs

Companies

Clifton Wealth Partnership acquires two South Wales IFAs

Banyard Independent Advice Services and Wilcox Financial Planning add £68m AUM

clock 03 August 2026 • 2 min read
Five Wealth appoints co-founder Steve Jordan as CEO

Companies

Five Wealth appoints co-founder Steve Jordan as CEO

Follows co-founder and chair Phill Dewhurt’s retirement

clock 03 August 2026 • 2 min read
The paradox of invisible value: How to ensure clients recognise the power of advice in volatile times

Your profession

The paradox of invisible value: How to ensure clients recognise the power of advice in volatile times

'Investing is not just a technical exercise; it’s an emotional one'

clock 03 August 2026 • 4 min read
People Moves: Shackleton expands pension on divorce team

People

People Moves: Shackleton expands pension on divorce team

Hires Simon Ricca

clock 03 August 2026 • 1 min read
Court sets trial date in illegal financial promotions case

Regulation

Court sets trial date in illegal financial promotions case

Lucy Beck pleads not guilty

clock 31 July 2026 • 1 min read
Beyond London: Adviser opportunities in regional investment

Investment

Beyond London: Adviser opportunities in regional investment

Hugi Clarke unpacks the regional growth agenda

clock 31 July 2026 • 1 min read
Fintel CEO: Sector must come together to solve data 'problems'

Companies

Fintel CEO: Sector must come together to solve data 'problems'

Consumer Duty compliance data gaps

clock 30 July 2026 • 3 min read
FCA censures failed mini-bond firm over misleading promotions

Companies

FCA censures failed mini-bond firm over misleading promotions

Equity for Growth was ‘unfair, unclear and misleading’

clock 30 July 2026 • 2 min read
The Platforms Association acquires the UK Platform Awards

Your profession

The Platforms Association acquires the UK Platform Awards

Clive Waller hands over the awards programme

clock 30 July 2026 • 2 min read
PlannerPal CEO: 'Not all integrations are equal'

Technology

PlannerPal CEO: 'Not all integrations are equal'

Xplan integration intended to tackle poor data quality and fragmented workflows

clock 30 July 2026 • 3 min read
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