Your profession

New market entrant Liberate Wealth makes second acquisition

Your profession

New market entrant Liberate Wealth makes second acquisition

Consolidator has acquired advice firm Stafford House Investments

clock 05 December 2023 • 2 min read
Fintel reveals £3.5m acquisition of Synaptic Software

Your profession

Fintel reveals £3.5m acquisition of Synaptic Software

The acquisition is through Fintel IQ, the business’ tech platform

clock 05 December 2023 • 1 min read
PA Working Lunches: Last chance to hear from Baillie Gifford

Your profession

PA Working Lunches: Last chance to hear from Baillie Gifford

Join us for an informative session worth one hour of CPD

clock 05 December 2023 • 1 min read
'Steering clients through minefields that have become the norm'

Your profession

'Steering clients through minefields that have become the norm'

Over and out: Carl Lamb signs off from Professional Adviser

clock 04 December 2023 • 4 min read
Evolution in motion: The changing face of practice management systems

Technology

Evolution in motion: The changing face of practice management systems

'The beating heart of adviser tech ecosystems'

clock 04 December 2023 • 5 min read
SJP changes in action with fund manager and charges shuffle

Your profession

SJP changes in action with fund manager and charges shuffle

The firm changes managers and alters charges on three funds

clock 04 December 2023 • 2 min read
FSCS declares Birmingham-based advice firm in default

Companies

FSCS declares Birmingham-based advice firm in default

All claims are related to self-invested personal pensions advice

clock 04 December 2023 • 1 min read
CISI confirms Financial Planning Week for January 2024

Your profession

CISI confirms Financial Planning Week for January 2024

The 2024 UK Financial Planning Week will be from 22-28 January

clock 04 December 2023 • 2 min read
PA Asks: Do you expect to have greater or fewer clients in five years' time?

Your profession

PA Asks: Do you expect to have greater or fewer clients in five years' time?

This week’s poll also looks at ESG conversations and D&I initiatives

clock 04 December 2023 • 1 min read
Editor's View: Round yon platform, pricing that's mild

Adviser tips

Editor's View: Round yon platform, pricing that's mild

The editor's Friday Night Takeaway from 1 December

clock 01 December 2023 • 1 min read
Most read
01

SJP changes in action with fund manager and charges shuffle

04 December 2023 • 2 min read
02

2024 could see end of abnormal 'nirvana' period for MPS solutions

04 December 2023 • 2 min read
03

Fintel reveals £3.5m acquisition of Synaptic Software

05 December 2023 • 1 min read
04

FSCS declares Birmingham-based advice firm in default

04 December 2023 • 1 min read
05

'Targeted, intrusive and assertive': The FCA's new pro-active approach

04 December 2023 • 4 min read