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Your profession

Evelyn Partners records £2.1bn inflows as 'last year's headwinds ease'

Companies

Evelyn Partners records £2.1bn inflows as 'last year's headwinds ease'

The financial services giant also saw AUMA rise to £59.1bn in Q4

clock 31 January 2024 • 1 min read
Nucleus removes exit fees for Curtis Banks SIPP clients

Your profession

Nucleus removes exit fees for Curtis Banks SIPP clients

The adviser platform expects clients to save £5m with this move in 2024

clock 31 January 2024 • 1 min read
January 2024: Month in review with senior reporter Isabel Baxter

Your profession

January 2024: Month in review with senior reporter Isabel Baxter

Take a look at some of the news and feature highlights of the last month

clock 31 January 2024 • 4 min read
Progeny acquires HNW advice firm Chartered Wealth Management

Your profession

Progeny acquires HNW advice firm Chartered Wealth Management

Deal takes total assets under management to £9bn

clock 31 January 2024 • 1 min read
Productivity drive: Managing the challenge of adviser tech

Technology

Productivity drive: Managing the challenge of adviser tech

If tech isn't paying its way it has to be managed, replaced or rationalised

clock 30 January 2024 • 3 min read
Majority of advisers expect 'challenging' climate for 12 months

Your profession

Majority of advisers expect 'challenging' climate for 12 months

'Uncertainty and volatility likely to persist’

clock 30 January 2024 • 1 min read
Hargreaves Lansdown Cash ISA with multiple spread options launches

Your profession

Hargreaves Lansdown Cash ISA with multiple spread options launches

Platform aiming to make it easier to subscribe to multiple ISA products

clock 30 January 2024 • 1 min read
Fintel acquires platform to expand range of services to advice firms

Your profession

Fintel acquires platform to expand range of services to advice firms

The SimplyBiz and Defaqto owner continues to increase its portfolio

clock 30 January 2024 • 2 min read
FSCS to cover Hartley SIPP members' exit and admin charges

Your profession

FSCS to cover Hartley SIPP members' exit and admin charges

FSCS reverses decision and extends support to Hartley SIPP members

clock 30 January 2024 • 1 min read
Just Wealth expands training for advisers following 'high demand'

Your profession

Just Wealth expands training for advisers following 'high demand'

It 'continues to see high levels of referrals' from Just Mortgages’ brokers

clock 30 January 2024 • 1 min read
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