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Companies

Kingswood secures up to £150m in additional funding

Companies

Kingswood secures up to £150m in additional funding

Will fund further growth plans at the consolidator

clock 18 October 2022 • 1 min read
Schroders and Fintel expand strategic partnership

Companies

Schroders and Fintel expand strategic partnership

Asset manger joins Risk Controlled investment solution

clock 13 October 2022 • 1 min read
AJ Bell founder to exit board after FCA governance 'discussions'

Companies

AJ Bell founder to exit board after FCA governance 'discussions'

Need for clear distinction between exec and non-exec roles

clock 27 September 2022 • 2 min read
Sanlam Wealth rebrands to Atomos after £140m PE acquisition

Companies

Sanlam Wealth rebrands to Atomos after £140m PE acquisition

The hybrid wealth manager’s name means ‘indivisible’ in ancient Greek

clock 21 September 2022 • 1 min read
Sense and Lyncombe networks see revenue and profits jump

Companies

Sense and Lyncombe networks see revenue and profits jump

Profits at Sense network increased to £1.62m with revenue also rising

clock 20 September 2022 • 1 min read
Kingswood hits £7bn in assets under advice for first half of 2022

Your profession

Kingswood hits £7bn in assets under advice for first half of 2022

Six acquisitions made this year, eight further to complete before year-end

clock 15 September 2022 • 2 min read
Brooks Macdonald posts record underlying profits and £800m inflows

Companies

Brooks Macdonald posts record underlying profits and £800m inflows

Attracted £800m of net inflows in the 12 months to the end of June

clock 15 September 2022 • 2 min read
Progeny appoints ex-KPMG man to head acquisition strategy

Companies

Progeny appoints ex-KPMG man to head acquisition strategy

Stewart Cape joins advice and tax business

clock 06 September 2022 • 2 min read
Phoenix sees 'record' H1 results generating £950m

Companies

Phoenix sees 'record' H1 results generating £950m

New business cash generation more than doubled to £430m in the first half of 2022

clock 15 August 2022 • 4 min read
IWP acquires Cambs-based HFL Advisory Services

Companies

IWP acquires Cambs-based HFL Advisory Services

Female-led advisory firm

clock 15 August 2022 • 1 min read
234
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Novia founder co-lauches new firm focussed on low-value clients

28 March 2023 • 1 min read
02

Working relationships: Striking the right balance with introducers

28 March 2023 • 4 min read
03

Women in Financial Advice Awards 2023: Nominations open!

28 March 2023 • 1 min read
04

M&G Wealth adds CGT planning software to its platform

28 March 2023 • 1 min read
05

Getting it right: Pensions, property, and proper processes

27 March 2023 • 4 min read
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