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Your profession

Digital wealth manager Moneyfarm acquires investment firm Willis Owen

Companies

Digital wealth manager Moneyfarm acquires investment firm Willis Owen

Brings group total assets to more than £5bn

clock 05 December 2024 • 1 min read
Partner Insight: How to talk to clients about approaching retirement

Adviser tips

Partner Insight: How to talk to clients about approaching retirement

From how much clients should be saving towards retirement, to dipping into pension pot, tax implications and more, Lisa Conway-Hughes, chartered financial adviser at LCH Wealth answers our questions on retirement planning.

clock 05 December 2024 • 1 min read
Failed WealthTek clients face reduction in costs contribution to £15,145

Companies

Failed WealthTek clients face reduction in costs contribution to £15,145

120 clients yet to engage in process to get assets returned

clock 04 December 2024 • 2 min read
Consumer Duty Alliance launches tool to help advisers 'stay ahead of FCA'

Regulation

Consumer Duty Alliance launches tool to help advisers 'stay ahead of FCA'

Following calls from members looking to further evidence assessment

clock 04 December 2024 • 2 min read
IHT changes boosting farmers' interest in life cover

Your profession

IHT changes boosting farmers' interest in life cover

Response to Autumn Budget

clock 04 December 2024 • 2 min read
AR principal firm fee change 'introduces uncertainty'

Your profession

AR principal firm fee change 'introduces uncertainty'

FCA proposes a variable fee model instead of flat-rate

clock 04 December 2024 • 2 min read
Financial planner salaries soar with women leading total pay growth

Your profession

Financial planner salaries soar with women leading total pay growth

Representing a 52% increase in women's total pay since 2021

clock 04 December 2024 • 1 min read
Foster Denovo acquires Staffordshire advice firm adding £300m in assets

Companies

Foster Denovo acquires Staffordshire advice firm adding £300m in assets

Brian Mole marks the national firm's sixth acquisition in 12 months

clock 04 December 2024 • 2 min read
Third of financial services workers not comfortable disclosing sexual identity

Your profession

Third of financial services workers not comfortable disclosing sexual identity

One in five say financial services is not inclusive of all sexual orientations

clock 04 December 2024 • 2 min read
L&G asset management arm becomes latest to distance itself from SDR labels

Green

L&G asset management arm becomes latest to distance itself from SDR labels

Dropped use of ‘sustainability’ from all its funds

clock 03 December 2024 • 1 min read
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