Companies

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
Fintel in 'active M&A talks' as Defaqto and SimplyBiz drive growth

Companies

Fintel in 'active M&A talks' as Defaqto and SimplyBiz drive growth

Defaqto and SimplyBiz ‘contributed well to Fintel’s profitability’

clock 19 September 2023 • 1 min read
FCA revokes IFA's permissions after failure to provide information

Companies

FCA revokes IFA's permissions after failure to provide information

Gainsborough Financial Services can no longer carry out regulated activities

clock 14 September 2023 • 1 min read
PE-backed Skerritts acquires Kent-based IFA adding £62m in assets

Companies

PE-backed Skerritts acquires Kent-based IFA adding £62m in assets

Seventh deal since Sovereign Capital Partners £55m backing

clock 14 September 2023 • 1 min read
FCA orders £155,000 compensation from two British Steel advisers

Companies

FCA orders £155,000 compensation from two British Steel advisers

Keith Dickinson and Andrew Allen are banned from giving pensions advice

clock 13 September 2023 • 1 min read
SJP implements VR training to highlight client vulnerability

Companies

SJP implements VR training to highlight client vulnerability

Adviser training includes immersive 360° film and interactive role play

clock 13 September 2023 • 1 min read
One Four Nine Group acquires Lancashire-based IFA

Companies

One Four Nine Group acquires Lancashire-based IFA

Deal takes adviser numbers to 36 and client numbers to nearly 4,500

clock 12 September 2023 • 1 min read
SOLLA strikes deal for DFM services with wealth manager

Companies

SOLLA strikes deal for DFM services with wealth manager

Society inks agreement with Canaccord Genuity Wealth Management

clock 08 September 2023 • 1 min read
MWA makes first double IFA deal following ThinCats backing

Companies

MWA makes first double IFA deal following ThinCats backing

The IFA has acquired Sterling Financial Consultants and FAC

clock 07 September 2023 • 2 min read
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Firms told they are 'too focused' on numbers rather than services

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Partner Insight: How can the protection industry help minimise the strain on the NHS?

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Why grandparents can be 'trusted' with school fees

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

21 September 2023 • 1 min read