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Companies

Foster Denovo taps into digital advice amid increased demand

Companies

Foster Denovo taps into digital advice amid increased demand

Most believe personalised digital financial advice will become the norm

clock 13 June 2025 • 2 min read
PFS/CII turbulence: 'There might be a role for a class action lawsuit'

Companies

PFS/CII turbulence: 'There might be a role for a class action lawsuit'

Alasdair Walker talks to PA about the PFS’ ‘slow death’

clock 12 June 2025 • 7 min read
Nine Wealth Management attains CISI Chartered status

Companies

Nine Wealth Management attains CISI Chartered status

‘Demonstrates commitment to highest levels of professionalism’

clock 12 June 2025 • 1 min read
Brooks Macdonald's retirement proposition launch: 'Simplicity will set it apart'

Retirement income

Brooks Macdonald's retirement proposition launch: 'Simplicity will set it apart'

Wealth manager launches suite of retirement strategies

clock 10 June 2025 • 3 min read
Private equity firm invests in Leicester-based IFA Superbia Group

Companies

Private equity firm invests in Leicester-based IFA Superbia Group

August Equity backs vertically integrated financial adviser

clock 10 June 2025 • 2 min read
First Wealth appoints Jess Biggs to launch sports and entertainment division

Companies

First Wealth appoints Jess Biggs to launch sports and entertainment division

Division will support elite clients across sports and entertainment

clock 10 June 2025 • 1 min read
Jersey-based Oakglen Wealth snaps up local firm HBFS

Companies

Jersey-based Oakglen Wealth snaps up local firm HBFS

Clients gain access to ‘comprehensive financial and retirement planning’

clock 10 June 2025 • 2 min read
Loyal North snaps up client books of two retiring advisers

Companies

Loyal North snaps up client books of two retiring advisers

Acquires Blue House Financial Services and Lewins Investments

clock 09 June 2025 • 1 min read
Mercer to acquire Fundhouse and strengthen UK wealth management presence

Companies

Mercer to acquire Fundhouse and strengthen UK wealth management presence

Rory Maguire to remain as CEO and CIO

clock 09 June 2025 • 1 min read
FSCS declares Kent firm failed over investment advice

Companies

FSCS declares Kent firm failed over investment advice

Apollo Pension & Investment Advisers is no longer trading

clock 09 June 2025 • 1 min read
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