Companies

Fairstone buys Mantle Financial Planning in first acquisition of 2023

Companies

Fairstone buys Mantle Financial Planning in first acquisition of 2023

Deal adds £450m in FUM and 2,000 clients 

clock 01 February 2023 • 2 min read
Comentis secures £1m funding from Just Group to finance expansion

Your profession

Comentis secures £1m funding from Just Group to finance expansion

Clinical reg tech provider focuses on financial vulnerability

clock 17 January 2023 • 1 min read
Aviva Investors and LGIM back cost of living support campaign

Your profession

Aviva Investors and LGIM back cost of living support campaign

Fund houses back campaign to help low paid workers

clock 23 November 2022 • 3 min read
Benchmark seals deals with two more advisory firms

Companies

Benchmark seals deals with two more advisory firms

Bought 100% of Advison and 49% of Chartered Independent

clock 22 November 2022 • 2 min read
Evelyn confident in solid inflows and income despite £4bn AUMA drop

Companies

Evelyn confident in solid inflows and income despite £4bn AUMA drop

Wealth manager publishes third quarter trading update

clock 07 November 2022 • 2 min read
SJP reports £5bn drop in funds amid modest third quarter flows

Companies

SJP reports £5bn drop in funds amid modest third quarter flows

Inflows offset by surrenders and investment loss

clock 20 October 2022 • 1 min read
PensionBee on course to profitability with AUA and customer increase

Companies

PensionBee on course to profitability with AUA and customer increase

Trading update for the nine months to the end of September

clock 20 October 2022 • 1 min read
LV= chair and CEO stress commitment to mutual status at AGM

Companies

LV= chair and CEO stress commitment to mutual status at AGM

Comes after the firm held its annual general meeting yesterday

clock 19 October 2022 • 2 min read
Celtic FP hires financial planner as it eyes next office location

Companies

Celtic FP hires financial planner as it eyes next office location

The business is looking to expand with third office location

clock 19 October 2022 • 1 min read
Quilter AuMA drops 2% to £96.9bn as net inflows slow

Companies

Quilter AuMA drops 2% to £96.9bn as net inflows slow

Third-quarter results released on 19 October

clock 19 October 2022 • 2 min read
Most read
01

A day in the life of an adviser: Coventry-based Vicki Skinner

03 February 2023 • 3 min read
02

FCA blocks thousands of misleading ads in 2022, up 14x from 2021

03 February 2023 • 3 min read
03

How changes to investment tax could impact clients

02 February 2023 • 4 min read
04

FCA places numerous restrictions on Nexus IFA and Nexus IM

02 February 2023 • 2 min read
05

Tough markets see resilient advisers pivot to protection

03 February 2023 • 4 min read