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Companies

Wren Sterling makes trio of acquisitions taking AUM to £9bn

Companies

Wren Sterling makes trio of acquisitions taking AUM to £9bn

Latest buys add more than £300m AUM to the national IFA

clock 05 March 2025 • 1 min read
Quilter's ongoing advice review bill comes in at £76m

Companies

Quilter's ongoing advice review bill comes in at £76m

Preliminary results for the year ended 31 December 2024

clock 05 March 2025 • 3 min read
Aberdeen's return to vowels: 'It had no choice but to change it back'

Companies

Aberdeen's return to vowels: 'It had no choice but to change it back'

Initial rebrand an ‘expensive and confusing’ marketing mistake, advisers say

clock 04 March 2025 • 3 min read
Accenture acquires Altus Consulting from Equisoft

Companies

Accenture acquires Altus Consulting from Equisoft

To ‘strengthen capabilities’ for insurance and investments clients

clock 04 March 2025 • 2 min read
Abrdn finds lost letters

Companies

Abrdn finds lost letters

Asset manager renaming itself Aberdeen Group

clock 04 March 2025 • 2 min read
Partners Wealth Management adds £855m in assets with Scottish advice firm buy

Companies

Partners Wealth Management adds £855m in assets with Scottish advice firm buy

7IM-owned wealth firm snaps up Johnston Carmicheal Wealth

clock 04 March 2025 • 2 min read
Close Brothers Asset Management sale to Oaktree completes

Companies

Close Brothers Asset Management sale to Oaktree completes

To trade as CBAM with name change expected 'in due course'

clock 03 March 2025 • 1 min read
Nexus IFA director Kerry Nelson charged over £2m alleged fraud

Regulation

Nexus IFA director Kerry Nelson charged over £2m alleged fraud

FCA also starts criminal proceedings against firm's business operations manager

clock 28 February 2025 • 1 min read
SJP CEO: Charging changes will make it harder for competitors to 'confuse' clients

Companies

SJP CEO: Charging changes will make it harder for competitors to 'confuse' clients

New charging model expected from early H2 2025

clock 27 February 2025 • 2 min read
Brooks Macdonald profits up as MPS inflows rise 13%

Companies

Brooks Macdonald profits up as MPS inflows rise 13%

Brooks Macdonald financial advice deals detailed in half-year results

clock 27 February 2025 • 4 min read
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