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Your profession

Wren Sterling doubles Scottish footprint with City Financial acquisition

Your profession

Wren Sterling doubles Scottish footprint with City Financial acquisition

Deal adds £700m in assets and over 6,000 clients as firm continues acquisition streak

clock 25 June 2025 • 2 min read
Gen AI hallucination a 'core problem' with more oversight in finance field needed

Your profession

Gen AI hallucination a 'core problem' with more oversight in finance field needed

Treasury Committee hearing

clock 25 June 2025 • 2 min read
First Wealth on hunt to acquire like-minded financial planning firms

Companies

First Wealth on hunt to acquire like-minded financial planning firms

Follows significant financial backing from Marlborough

clock 24 June 2025 • 5 min read
Former Ascot Lloyd CEO succeeds Eddy Reynolds at TrinityBridge

People

Former Ascot Lloyd CEO succeeds Eddy Reynolds at TrinityBridge

Nigel Stockton led Ascot Lloyd for eight years

clock 24 June 2025 • 2 min read
Advisers must 'step up their game' in improving client wellbeing

Your profession

Advisers must 'step up their game' in improving client wellbeing

More clients turning to providers for wellbeing support

clock 24 June 2025 • 1 min read
Almost half of UK investors turning to social media for financial advice

Your profession

Almost half of UK investors turning to social media for financial advice

Many sources 'unregulated and unverified’

clock 24 June 2025 • 2 min read
Why Gen Z still trusts financial advisers in the age of finfluencers

Your profession

Why Gen Z still trusts financial advisers in the age of finfluencers

A digital generation with a human touch

clock 23 June 2025 • 4 min read
AJ Bell launches mobile-first adviser platform to tackle advice gap

Technology

AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell Touch aims to offer secure advice delivery for lower-value clients

clock 23 June 2025 • 2 min read
Professional Adviser TV: Industry still 'old fashioned' when it comes to LGBTQ+ inclusivity

Your profession

Professional Adviser TV: Industry still 'old fashioned' when it comes to LGBTQ+ inclusivity

Financial planners must challenge unconscious bias, Castlefield says

clock 20 June 2025 • 2 min read
Restricted and independent: Why the language of advice must move with the times

Your profession

Restricted and independent: Why the language of advice must move with the times

'These labels matter because they influence how people view advice'

clock 20 June 2025 • 3 min read
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