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Your profession

Fairstone brings in £170m in FUM with latest acquisition

Adviser tips

Fairstone brings in £170m in FUM with latest acquisition

Complete Financial Planning used the consolidator’s DBO acquisition model

clock 07 December 2022 • 2 min read
Phoenix Group to deliver £1.2bn in new business for 2022

Your profession

Phoenix Group to deliver £1.2bn in new business for 2022

Trading update from the provider on 6 December

clock 06 December 2022 • 1 min read
Perspective acquires East Sussex-based advice firm

Your profession

Perspective acquires East Sussex-based advice firm

Deal is the 11th acquisition of the year for the national advice firm

clock 05 December 2022 • 2 min read
Editor's View: British Steel final redress rules...finally

Adviser tips

Editor's View: British Steel final redress rules...finally

The editor's Friday Night Takeaway from 2 December

clock 02 December 2022 • 1 min read
Meet the ESG Investment Influencers: Louis Tambe of City Asset Management

Green

Meet the ESG Investment Influencers: Louis Tambe of City Asset Management

Latest in the series of video interviews with key ESG names

clock 01 December 2022 • 1 min read
NextGen Planners valued at £5m as it opens crowdfunding

Your profession

NextGen Planners valued at £5m as it opens crowdfunding

Comes after initial target of £150,000 was quickly exceeded

clock 01 December 2022 • 1 min read
Kingswood acquires Cheshire-based adviser in £12m deal

Your profession

Kingswood acquires Cheshire-based adviser in £12m deal

AUM stands at more than £8.5bn across UK & Ireland

clock 01 December 2022 • 2 min read
Cost of living crisis sees clients change investment plans

Your profession

Cost of living crisis sees clients change investment plans

Previous Schroders survey predicted ‘significant change’

clock 30 November 2022 • 2 min read
Abrdn to use email encryption to protect adviser communications

Your profession

Abrdn to use email encryption to protect adviser communications

‘The need for encrypted email security is growing all the time’

clock 29 November 2022 • 2 min read
What's in a name? Why 'guidance' should be 'tailored information'

Your profession

What's in a name? Why 'guidance' should be 'tailored information'

Anything but 'guidance' should be used

clock 29 November 2022 • 4 min read
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