professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Companies

Staffordshire firm declared failed by FSCS over investment advice

Companies

Staffordshire firm declared failed by FSCS over investment advice

Pro-Synergy Wealth & Tax Management had ten claims against it

clock 20 September 2024 • 1 min read
Tavistock slams Titan for taking 'vexatious' step as dispute heads to High Court

Companies

Tavistock slams Titan for taking 'vexatious' step as dispute heads to High Court

Comes as the firm received notification that Titan has issued a claim

clock 19 September 2024 • 1 min read
Close Brothers to sell wealth management arm for £200m

Companies

Close Brothers to sell wealth management arm for £200m

Close Brothers Asset Management sold to Oaktree Capital Management

clock 19 September 2024 • 2 min read
Timeline launches digital letters of authority solution

Companies

Timeline launches digital letters of authority solution

MPS provider has partnered with The Pension Lab

clock 18 September 2024 • 2 min read
Fintel's revenue growth continues as it benefits from acquisition streak

Companies

Fintel's revenue growth continues as it benefits from acquisition streak

‘Concentrating on integrating businesses and driving synergies’

clock 17 September 2024 • 2 min read
Wealth manager goes into liquidation as FSCS opens claims

Companies

Wealth manager goes into liquidation as FSCS opens claims

City & Merchant went into liquidation on 11 September

clock 16 September 2024 • 1 min read
FSCS declares two firms in default over pension advice

Companies

FSCS declares two firms in default over pension advice

Both businesses are no longer trading

clock 12 September 2024 • 1 min read
Four individuals face FCA ban and fine over pension transfer advice

Companies

Four individuals face FCA ban and fine over pension transfer advice

Regulator seeks collective £590,544 fine over ‘reckless disregard’

clock 09 September 2024 • 2 min read
CII on the hunt for executive directors

Companies

CII on the hunt for executive directors

One appointee will help ‘build and maintain public trust’

clock 06 September 2024 • 1 min read
Scottish Widows merges platform and workplace amid 'rapid growth'

Companies

Scottish Widows merges platform and workplace amid 'rapid growth'

Graeme Bold named MD for workplace and intermediary wealth

clock 05 September 2024 • 2 min read
202122
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=companies&page type=listing page