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Companies

Perspective hits 100th acquisition with latest clutch of deals

Companies

Perspective hits 100th acquisition with latest clutch of deals

Confirmed completion of nine further IFA businesses

clock 05 November 2024 • 1 min read
Wealth firm declared in default by FSCS over pensions advice

Companies

Wealth firm declared in default by FSCS over pensions advice

One complaint upheld against Intelligent Wealth Management Partnership

clock 01 November 2024 • 1 min read
Foster Denovo snaps up Leicestershire-based advice firm

Companies

Foster Denovo snaps up Leicestershire-based advice firm

80Twenty brings in more than half a billion of funds under management

clock 29 October 2024 • 2 min read
Hargreaves Lansdown flows slow following PE takeover deal

Companies

Hargreaves Lansdown flows slow following PE takeover deal

CEO says firm is ‘particularly mindful’ of upcoming Budget

clock 29 October 2024 • 2 min read
Rosemount adds eight advice firms in a quarter

Companies

Rosemount adds eight advice firms in a quarter

CEO argues advisers often ‘feel overlooked and treated as a number’ in other networks

clock 29 October 2024 • 2 min read
FSCS declares two firms failed over pensions advice

Companies

FSCS declares two firms failed over pensions advice

Lifeboat fund also updates on alternative fund manager MCI Global Investment Advisors

clock 28 October 2024 • 2 min read
Titan Wealth acquires Channel Islands-based wealth manager

Companies

Titan Wealth acquires Channel Islands-based wealth manager

Bought Ravenscroft Investments operating in Guernsey and Jersey

clock 24 October 2024 • 2 min read
Söderberg & Partners invests in four more UK IFA firms

Companies

Söderberg & Partners invests in four more UK IFA firms

Scandi advice giant backs four IFA firms as it continues UK expansion

clock 21 October 2024 • 2 min read
St James's Place FUM hits £184.4bn despite slight dip in flows

Companies

St James's Place FUM hits £184.4bn despite slight dip in flows

£890m net inflows

clock 17 October 2024 • 1 min read
Belfast-based Platinum Financial Planning eyes expansion

Companies

Belfast-based Platinum Financial Planning eyes expansion

Financial planning and wealth manager marks 20 years in business

clock 16 October 2024 • 1 min read
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