Companies

Companies

Revealed: Multi-asset shortlists for the PA Awards 2017

Outcome and sector-based nominees

clock 12 December 2016 • 4 min read

Companies

AFH acquires David Rushton Associates for £298,000

Adds £16.5m funds under management

clock 07 December 2016 • 1 min read

Companies

Fairstone adds £140m FUM with My Wealth Management acquisition

Fifth deal in three months

clock 05 December 2016 • 2 min read

Companies

Portafina publishes 2016 pension provider service times league table

Halifax and RBS at top

clock 29 November 2016 • 2 min read

Companies

Finimize raises £450,000 seed funding for robo-advice project

Backed by top adviser

clock 29 November 2016 • 2 min read

Companies

Adviser launches video advent calendar giving protection tips

Answering insurance questions

clock 28 November 2016 • 1 min read

Companies

Wealth managers: Service will be key to success of 'sleeping giant' Barclays' D2C plans

Reaction to Barclays D2C platform plans

clock 28 November 2016 • 2 min read

Retirement

True Potential's workplace pension approved and listed by TPR

One of two GPP providers

clock 28 November 2016 • 1 min read

Companies

Barclays to rival Hargreaves by combining banking and investment arms

New platform called Barclays Direct Investing

clock 28 November 2016 • 2 min read

Companies

Edgewater Associates buys rival Isle of Man IFA for £1.7m

Clients represent 13% of island's population

clock 25 November 2016 • 1 min read