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Your profession

Tavistock reports 19% revenue surge on back of Titan Wealth payments

Your profession

Tavistock reports 19% revenue surge on back of Titan Wealth payments

The Berkshire-based firm posts increase in revenue and profit

clock 19 December 2023 • 1 min read
Atomos sweeps up two more advice firms to close out 2023

Your profession

Atomos sweeps up two more advice firms to close out 2023

Firms in Devon and Surrey to be integrated by the end of March

clock 19 December 2023 • 1 min read
Regulation the 'number one headache' for advisers in 2023

Your profession

Regulation the 'number one headache' for advisers in 2023

Despite this, advice firms are confident Consumer Duty has been met

clock 19 December 2023 • 2 min read
CII chief executive Alan Vallance to step down earlier than expected

Your profession

CII chief executive Alan Vallance to step down earlier than expected

Chief customer officer Gill White will take over as CII’s acting chief executive

clock 18 December 2023 • 1 min read
Advisers fear wealth transfers may lead to loss of business

Your profession

Advisers fear wealth transfers may lead to loss of business

An increasing number of advisers concerned about ‘losing business'

clock 18 December 2023 • 1 min read
Over half of clients more concerned about capital loss than inflation

Your profession

Over half of clients more concerned about capital loss than inflation

Inflation is still double the BoE’s target despite dropping from its record high

clock 18 December 2023 • 1 min read
Building financial resilience: Is a cultural shift needed?

Your profession

Building financial resilience: Is a cultural shift needed?

‘It is about empowerment, engagement and education’

clock 18 December 2023 • 6 min read
Rowanmoor Personal Pensions declared failed by the FSCS

Companies

Rowanmoor Personal Pensions declared failed by the FSCS

Nearly 1,500 complaints have been made against the SIPP provider

clock 18 December 2023 • 1 min read
Succession Wealth CEO James Stevenson departs after five years

People

Succession Wealth CEO James Stevenson departs after five years

Roger Marsden has been appointed to take over the role

clock 18 December 2023 • 1 min read
FSCS declares Gloucestershire advice firm IFS Aegis in default

Companies

FSCS declares Gloucestershire advice firm IFS Aegis in default

Stonehouse firm is no longer trading and cannot carry out regulated activity

clock 18 December 2023 • 1 min read
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