Your profession

2022 outlook: What next for financial advisers?

Your profession

2022 outlook: What next for financial advisers?

Industry experts share their views

clock 04 January 2022 • 4 min read
NS&I ups rates on three products after BoE rise

Your profession

NS&I ups rates on three products after BoE rise

Direct ISA to rise by 25 basis points

clock 21 December 2021 • 2 min read
Morningstar buys Praemium UK and International business for £35m

Technology

Morningstar buys Praemium UK and International business for £35m

UK and Jersey businesses

clock 21 December 2021 • 2 min read
Succession Wealth snaps up two IFAs

Your profession

Succession Wealth snaps up two IFAs

Adds £211m AUA

clock 20 December 2021 • 1 min read
SJP compensates client for lack of advice fee clarity and delayed service

Your profession

SJP compensates client for lack of advice fee clarity and delayed service

Client was left to borrow from family

clock 17 December 2021 • 3 min read
Chris Budd: Financial advice might make clients less happy

Your profession

Chris Budd: Financial advice might make clients less happy

The Story and The Situation

clock 17 December 2021 • 4 min read
Mattioli Woods eyes more acquisitions as integrations on track

Your profession

Mattioli Woods eyes more acquisitions as integrations on track

'Substantial opportunities'

clock 17 December 2021 • 1 min read
SJP academy sees more than 200 graduate

Your profession

SJP academy sees more than 200 graduate

801 graduates so far

clock 16 December 2021 • 1 min read
IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

Your profession

IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

'50 firms by 2025'

clock 16 December 2021 • 2 min read
CII returns to historic local institute funding model

Your profession

CII returns to historic local institute funding model

Equitable sharing of £1.5m

clock 15 December 2021 • 1 min read