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Companies

Wealth management firm Nova Wealth gains B Corp status

Companies

Wealth management firm Nova Wealth gains B Corp status

Recognises that ‘talent comes from all backgrounds’

clock 13 February 2025 • 2 min read
Benchmark Capital snaps up advice firm Robertson Baxter

Companies

Benchmark Capital snaps up advice firm Robertson Baxter

Adds £200m in assets to the network

clock 13 February 2025 • 2 min read
SJP refunds client's ongoing advice fees after absence of review

Companies

SJP refunds client's ongoing advice fees after absence of review

A total of £1,358 paid back following FOS decision

clock 11 February 2025 • 3 min read
FOS to apply CMCs complaint fee from April

Companies

FOS to apply CMCs complaint fee from April

Charge of £250 will be applied to ‘make funding arrangements fairer’

clock 07 February 2025 • 4 min read
FCA rejects all Blackmore Bonds complaints

Companies

FCA rejects all Blackmore Bonds complaints

Regulator writes to those who complained about the way it handled the case

clock 06 February 2025 • 2 min read
Third Financial launches portal for large advice firms and consolidators

Companies

Third Financial launches portal for large advice firms and consolidators

Platform has launched a white-labelled digital proposition

clock 06 February 2025 • 2 min read
St James's Place partners with Dynamic Planner for client risk profiling

Companies

St James's Place partners with Dynamic Planner for client risk profiling

Aims to provide ‘comprehensive’ risk profiling services

clock 06 February 2025 • 2 min read
SJP partner practice part of Quilter's latest AR swoop

Companies

SJP partner practice part of Quilter's latest AR swoop

Four more AR firms join Quilter’s advice network

clock 06 February 2025 • 1 min read
'A marathon not a sprint': Frankie Smith on her first year running an advice business

Companies

'A marathon not a sprint': Frankie Smith on her first year running an advice business

WIFA winner launched advice firm FSWM in February last year

clock 04 February 2025 • 4 min read
Titan Wealth eyes Norwich-based IFA Finance Shop

Companies

Titan Wealth eyes Norwich-based IFA Finance Shop

Looking to snap up and merge firm as part of its ‘project Canaries’

clock 31 January 2025 • 2 min read
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