Companies

Canaccord Genuity snaps up Glasgow-based planner adding £220m

Companies

Canaccord Genuity snaps up Glasgow-based planner adding £220m

Wealth firm wants to expand the scale of its financial planning capacity

clock 10 November 2023 • 2 min read
Söderberg & Partners launches Seccl-powered adviser platform

Companies

Söderberg & Partners launches Seccl-powered adviser platform

The firm says there will be several additional platform functions in 2024

clock 06 November 2023 • 1 min read
FCA bans 'incompetent' adviser over British Steel transfers

Companies

FCA bans 'incompetent' adviser over British Steel transfers

Geoffrey Armin to pay £200,000 to FSCS after £4m handed out in redress

clock 03 November 2023 • 2 min read
Abrdn restructures Northern Ireland planning team

Companies

Abrdn restructures Northern Ireland planning team

Focused on its financial consultant and regional financial advice models

clock 03 November 2023 • 1 min read
True Potential chairman and founder David Harrison steps down

Companies

True Potential chairman and founder David Harrison steps down

He remains involved in the business as a strategic adviser to the board

clock 02 November 2023 • 1 min read
Fairstone continues expansion strategy with two more buys

Companies

Fairstone continues expansion strategy with two more buys

The firm has expanded into County Durham, Wales and Hampshire

clock 02 November 2023 • 1 min read
Lumin Wealth acquires Buckinghamshire advice firm adding £95m AUM

Companies

Lumin Wealth acquires Buckinghamshire advice firm adding £95m AUM

The firm has snapped up B W Financial Consultants

clock 01 November 2023 • 1 min read
London-based advice firm joins Saltus' partnership programme

Companies

London-based advice firm joins Saltus' partnership programme

Advies aims to ‘scale up’ with the programme’s tailored support

clock 30 October 2023 • 2 min read
CII chief executive Alan Vallance to step down in 2024

Companies

CII chief executive Alan Vallance to step down in 2024

Vallance: Leading the CII has 'been a privilege'

clock 26 October 2023 • 2 min read
CII dispute results in PFS spending £1m on legal and advice costs

Companies

CII dispute results in PFS spending £1m on legal and advice costs

The process of strengthening its governance functions was ‘interrupted'

clock 25 October 2023 • 2 min read
Most read
01

Platforms facing 'heaps of adviser demands' in 'challenging market'

07 December 2023 • 3 min read
02

FCA plans 'new form of simplified advice' in advice/guidance review

08 December 2023 • 6 min read
03

Somerset Capital Management to close after SJP redemptions

08 December 2023 • 1 min read
04

FCA slams financial promotion exemptions for HNW individuals

07 December 2023 • 2 min read
05

Nurturing trust and loyalty: The fourth pillar of Consumer Duty

08 December 2023 • 4 min read