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Companies

FOS chair refuses to explain former CEO's sudden departure

Companies

FOS chair refuses to explain former CEO's sudden departure

Treasury slams Baroness Manzoor's 'disrespectful' assertion

clock 14 July 2025 • 3 min read
NextGen Planners becomes Plannex

Companies

NextGen Planners becomes Plannex

‘We have outgrown the name NextGen’

clock 10 July 2025 • 2 min read
MPS provider ups governance game as part of FCA requirement

Companies

MPS provider ups governance game as part of FCA requirement

Ebi has made several board and executive changes

clock 09 July 2025 • 4 min read
Chase de Vere's revenue hits £118.6m driven by acquisitions and client referrals

Companies

Chase de Vere's revenue hits £118.6m driven by acquisitions and client referrals

Profit before tax reaches £31.9m in 2024

clock 08 July 2025 • 2 min read
FE Fundinfo integrates portfolio analysis and cashflow planning solutions

Companies

FE Fundinfo integrates portfolio analysis and cashflow planning solutions

FE Analytics and FE CashCalc integrated on Nexus platform

clock 07 July 2025 • 1 min read
Aberdeen Adviser launches tool to streamline platform transitions for advisers

Companies

Aberdeen Adviser launches tool to streamline platform transitions for advisers

'We are in a race around operational efficiency'

clock 07 July 2025 • 2 min read
'We didn't have the dedicated capability in place': Sesame's adviser recruitment boost

Companies

'We didn't have the dedicated capability in place': Sesame's adviser recruitment boost

Team formed to push network’s growth ‘already making a difference’

clock 03 July 2025 • 3 min read
Shackleton adds £900m in AUM with Chetwood Group acquisition

Companies

Shackleton adds £900m in AUM with Chetwood Group acquisition

Fourth acquisition of 2025 for private equity-backed advice group

clock 03 July 2025 • 1 min read
HSBC Life (UK) sold to Chesnara in £260m deal

Companies

HSBC Life (UK) sold to Chesnara in £260m deal

Adds about £4bn of AUM and 454,000 policies

clock 03 July 2025 • 1 min read
The Penny Group snaps up Kettering-based IFA

Companies

The Penny Group snaps up Kettering-based IFA

Isham Financial Centre is headed up by David Sawiak

clock 03 July 2025 • 1 min read
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