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Your profession

CII corporate chartered status overhaul to proceed this quarter

Your profession

CII corporate chartered status overhaul to proceed this quarter

Pilot expected later this year

clock 24 January 2025 • 2 min read
M&A support service targets wealth management sector

Your profession

M&A support service targets wealth management sector

The Flower Group to cut acquisition timelines by six weeks

clock 24 January 2025 • 1 min read
Titan Wealth snaps up £525m AUM advice firm Advisa Wealth

Companies

Titan Wealth snaps up £525m AUM advice firm Advisa Wealth

Advisa is based in Jersey

clock 24 January 2025 • 1 min read
Chancellor to amend non-dom tax crackdown plans

Your profession

Chancellor to amend non-dom tax crackdown plans

Labour promised to remove non-dom status in election manifesto

clock 24 January 2025 • 2 min read
How paraplanners can stand out in today's job market

People

How paraplanners can stand out in today's job market

Plus, top tips for those looking to move into an adviser role

clock 24 January 2025 • 3 min read
FOS tells Pi Financial to account for fee it 'took unfairly' from SIPP client

Companies

FOS tells Pi Financial to account for fee it 'took unfairly' from SIPP client

Advice business has had 124 cases upheld by the FOS

clock 23 January 2025 • 5 min read
DB transfer values drop to lowest month-end since 2018

Your profession

DB transfer values drop to lowest month-end since 2018

XPS' Transfer Value Index saw ‘significant decline’ in final quarter of 2024

clock 23 January 2025 • 2 min read
Providers yet to have 'cracked' retirement products

Your profession

Providers yet to have 'cracked' retirement products

Retirement advice becoming more important with ageing demographic

clock 23 January 2025 • 3 min read
Trial of ex-Titan Wealth employee delayed

Your profession

Trial of ex-Titan Wealth employee delayed

Complainants to testify behind screens amid ongoing legal preparations

clock 22 January 2025 • 1 min read
Transact names Tom Dunbar CEO as Jonathan Gunby retires

People

Transact names Tom Dunbar CEO as Jonathan Gunby retires

Part of planned succession programme

clock 22 January 2025 • 2 min read
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