Your profession

FCA slams financial promotion exemptions for HNW individuals

Regulation

FCA slams financial promotion exemptions for HNW individuals

Regulator says the exemptions result in consumer harm

clock 07 December 2023 • 2 min read
Advisers partner with fewer DFMs post-Consumer Duty

Your profession

Advisers partner with fewer DFMs post-Consumer Duty

Advisers work with an average of 1.7 DFMs, down from 2.2 last year

clock 07 December 2023 • 1 min read
Advisers say inflation is the biggest threat for clients

Your profession

Advisers say inflation is the biggest threat for clients

Taxation is cited as a close second threat for clients, according to advisers

clock 07 December 2023 • 1 min read
Low awareness of bond tax benefits 'a growing concern for advisers'

Your profession

Low awareness of bond tax benefits 'a growing concern for advisers'

Clients not making use of tax benefits from onshore investment bonds

clock 06 December 2023 • 2 min read
Advised investors with strong risk appetite favour returns over ESG

Green

Advised investors with strong risk appetite favour returns over ESG

Dynamic Planner found as risk appetite increases, ESG importance wanes

clock 06 December 2023 • 2 min read
Skerritts adds £230m AUM with Chester adviser acquisition

Your profession

Skerritts adds £230m AUM with Chester adviser acquisition

Second deal under Paul Feeney took reigns at PE-backed firm

clock 06 December 2023 • 1 min read
British Steel-linked advice firm goes under FSCS investigation

Companies

British Steel-linked advice firm goes under FSCS investigation

Inspirational Financial Management entered administration in November

clock 05 December 2023 • 1 min read
Evelyn Partners buys tax specialist practice Harwood Hutton

Your profession

Evelyn Partners buys tax specialist practice Harwood Hutton

Latest professional services deal takes tally to five in 2023

clock 05 December 2023 • 1 min read
New market entrant Liberate Wealth makes second acquisition

Your profession

New market entrant Liberate Wealth makes second acquisition

Consolidator has acquired advice firm Stafford House Investments

clock 05 December 2023 • 2 min read
Fintel reveals £3.5m acquisition of Synaptic Software

Your profession

Fintel reveals £3.5m acquisition of Synaptic Software

The acquisition is through Fintel IQ, the business’ tech platform

clock 05 December 2023 • 1 min read