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Your profession

Foster Denovo acquires Chartered IFA adding £220m AUA

Your profession

Foster Denovo acquires Chartered IFA adding £220m AUA

Wade Financial brings six advisers and ten support staff

clock 27 September 2023 • 1 min read
Impartiality ranks as the most highly valued adviser skill by clients

Your profession

Impartiality ranks as the most highly valued adviser skill by clients

Research looks at the skills most valued beyond the core advice itself

clock 27 September 2023 • 1 min read
The Verve Group launches single dashboard adviser software

Technology

The Verve Group launches single dashboard adviser software

Oversight of firm’s compliance, training and business operations

clock 27 September 2023 • 2 min read
IFAs concerned over proposed pension death benefits tax rule changes

Your profession

IFAs concerned over proposed pension death benefits tax rule changes

IFAs cite ‘impact on clients’ financial plans’ as reason for apprehension

clock 26 September 2023 • 2 min read
FSCS declares Cardiff-based advice firm in default

Your profession

FSCS declares Cardiff-based advice firm in default

David Craig was officially declared failed on 25 September

clock 26 September 2023 • 1 min read
Nucleus' long-awaited £242m deal for Curtis Banks completes

Your profession

Nucleus' long-awaited £242m deal for Curtis Banks completes

CMA cleared the formation of the £80bn platform earlier this month

clock 26 September 2023 • 1 min read
One in two young people not sure where to find financial advisers

Your profession

One in two young people not sure where to find financial advisers

Young people value financial advice but struggle to gain access

clock 26 September 2023 • 2 min read
Sunak's IHT removal rumour sparks cautious optimism

Your profession

Sunak's IHT removal rumour sparks cautious optimism

Prime minister ‘refuses’ to comment on government’s plans to scrap IHT

clock 25 September 2023 • 4 min read
Timeline secures £10m funding to double £3bn AUM size

Your profession

Timeline secures £10m funding to double £3bn AUM size

The MPS provider secures Series B funding for national expansion

clock 25 September 2023 • 1 min read
Client investment value the focus of new Defaqto adviser tool

Your profession

Client investment value the focus of new Defaqto adviser tool

Consumer Duty compliance central to the development of new offering

clock 25 September 2023 • 1 min read
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