Companies

Managed solutions

New grass-root DFMs to stamp out due diligence problem, says Nucleus

Due diligence on DFMs 'impossible'

clock 04 August 2016 • 4 min read

Companies

Gee & Watson continues growth with latest acquisition

Creates Merseyside's ‘second largest' advice business

clock 03 August 2016 • 1 min read

Companies

LEBC adds key technology ahead of 'bionic advice' launch

'Robo-advice is an oxymoron', according to CEO

clock 03 August 2016 • 1 min read

Companies

Santander makes offer for 300 RBS branches

Need to be offloaded as part of 2008 bailout conditions

clock 03 August 2016 • 1 min read

Companies

Ascot Lloyd in national push with Dorset acquisition

Wants to become a national IFA

clock 02 August 2016 • 2 min read

Companies

Smaller wealth management firms at risk as M&A deals reach eight-year high

Mergers and acquisitions among wealth management firms, especially those with less than £5bn in AUM, are set to increase and could even beat the record number of transactions witnessed in 2015, as a tougher regulatory backdrop and Brexit uncertainty exert...

clock 02 August 2016 • 4 min read

Companies

European Wealth appoints John Morton as CEO

Chief operating officer Simon Ray made executive director

clock 01 August 2016 • 1 min read

Companies

Aegon annuity business to be written by L&G

Aegon to stop writing annuities in October

clock 28 July 2016 • 1 min read

Technology

Saga selects Distribution Technology retirement planning tool

Part of Saga/Tilney Bestinvest joint venture

clock 27 July 2016 • 2 min read

Companies

SJP sees 'record' 25% surge in inflows in Q2; Faces £17m FSCS levy

Unveils new equity income fund

clock 27 July 2016 • 2 min read