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Cardiff firm Nugenis agrees £200m advisory mandate with Bordier

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Cardiff firm Nugenis agrees £200m advisory mandate with Bordier

Bordier UK says it went through a ‘rigorous research process’ for the win

clock 25 July 2023 • 1 min read
GBST expands adviser solutions through acquisition

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GBST expands adviser solutions through acquisition

This buy should enable the wealthtech to offer both digital and hybrid advice

clock 25 July 2023 • 1 min read
Advice drives 12.6% rise in operating income for Evelyn Partners

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Advice drives 12.6% rise in operating income for Evelyn Partners

The financial planner says its clients ‘continue to see the value of advice’

clock 25 July 2023 • 1 min read
Drawdown vs annuities: How long will the 'hot' annuities market last?

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Drawdown vs annuities: How long will the 'hot' annuities market last?

Professional Adviser draws views from advice firms on ‘hot’ annuities market

clock 25 July 2023 • 5 min read
IHT traps significantly heightened for those in blended families

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IHT traps significantly heightened for those in blended families

Inheritance tax issues are becoming a growing concern for blended families

clock 24 July 2023 • 1 min read
DAs more worried about Consumer Duty costs than networked peers

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DAs more worried about Consumer Duty costs than networked peers

The deadline for the Consumer Duty regulation is just one week away

clock 24 July 2023 • 2 min read
FCA exceeds three diversity targets amongst panels

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FCA exceeds three diversity targets amongst panels

The watchdog aims to make progress on diversity as ‘quickly as possible’

clock 24 July 2023 • 1 min read
Protection advisers expect uptick in quality from Consumer Duty

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Protection advisers expect uptick in quality from Consumer Duty

New research among 800 financial advisers from Guardian shows

clock 24 July 2023 • 2 min read
Evelyn Partners Active MPS team increases fixed income allocation

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Evelyn Partners Active MPS team increases fixed income allocation

The firm adds three new holdings in latest rebalance

clock 24 July 2023 • 1 min read
Editor's View: Tax consultations with hidden bombshells

Adviser tips

Editor's View: Tax consultations with hidden bombshells

The editor's Friday Night Takeaway from 21 July

clock 24 July 2023 • 1 min read