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Companies

Openwork in growth push with partner firm Milecross acquisition

Companies

Openwork in growth push with partner firm Milecross acquisition

Makes first investment into one of its partner firms

clock 19 June 2025 • 2 min read
Wesleyan launches 'digital-first' platform for its advisers

Platforms

Wesleyan launches 'digital-first' platform for its advisers

Powered by SS&C Technologies Holdings

clock 18 June 2025 • 1 min read
PE backer sells Shackleton to Lee Equity Partners

Companies

PE backer sells Shackleton to Lee Equity Partners

Succeeds current investor Sovereign Capital Partners

clock 17 June 2025 • 2 min read
Majority of UK financial institutions anticipate growth over next year

Companies

Majority of UK financial institutions anticipate growth over next year

UK expected to remain a financial hub

clock 16 June 2025 • 2 min read
Iress launches integration partnership and welcomes PlannerPal

Companies

Iress launches integration partnership and welcomes PlannerPal

Expects to onboard maximum of four partners per year

clock 16 June 2025 • 3 min read
Foster Denovo taps into digital advice amid increased demand

Companies

Foster Denovo taps into digital advice amid increased demand

Most believe personalised digital financial advice will become the norm

clock 13 June 2025 • 2 min read
PFS/CII turbulence: 'There might be a role for a class action lawsuit'

Companies

PFS/CII turbulence: 'There might be a role for a class action lawsuit'

Alasdair Walker talks to PA about the PFS’ ‘slow death’

clock 12 June 2025 • 7 min read
Nine Wealth Management attains CISI Chartered status

Companies

Nine Wealth Management attains CISI Chartered status

‘Demonstrates commitment to highest levels of professionalism’

clock 12 June 2025 • 1 min read
Brooks Macdonald's retirement proposition launch: 'Simplicity will set it apart'

Retirement income

Brooks Macdonald's retirement proposition launch: 'Simplicity will set it apart'

Wealth manager launches suite of retirement strategies

clock 10 June 2025 • 3 min read
Private equity firm invests in Leicester-based IFA Superbia Group

Companies

Private equity firm invests in Leicester-based IFA Superbia Group

August Equity backs vertically integrated financial adviser

clock 10 June 2025 • 2 min read
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