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Your profession

Lync Wealth Management adds £210m in assets with South East acquisitions

Companies

Lync Wealth Management adds £210m in assets with South East acquisitions

Acquires Scott Financial and Latham Consultancy

clock 03 November 2026 • 2 min read
Hoxton Wealth gets £100m PE backing from Aspirity Partners

Companies

Hoxton Wealth gets £100m PE backing from Aspirity Partners

Strategic minority investment

clock 03 November 2026 • 2 min read
Openwork targets 60 minutes per client savings through technology suite roll out

Technology

Openwork targets 60 minutes per client savings through technology suite roll out

Built on Plannr and Seccl

clock 03 November 2026 • 2 min read
Just no longer just Just

Companies

Just no longer just Just

Returns to Just Retirement brand

clock 03 November 2026 • 2 min read
Why advisers and clients could benefit from overcoming philanthropy 'reluctance'

Your profession

Why advisers and clients could benefit from overcoming philanthropy 'reluctance'

‘It is still a financial decision that deserves professional advice’

clock 02 November 2026 • 5 min read
Quilter Financial Planning joins the Protection Distributors Group

Companies

Quilter Financial Planning joins the Protection Distributors Group

Launches financial education campaign

clock 02 November 2026 • 2 min read
Plannr names Guy Tolhurst as CEO

People

Plannr names Guy Tolhurst as CEO

Follows 18 months working with leadership team

clock 02 November 2026 • 2 min read
Why low-cost AI still needs a human at the helm to save advisers from a PI claim

Your Business

Why low-cost AI still needs a human at the helm to save advisers from a PI claim

While useful for file checking, firms must know AI’s limits

clock 02 November 2026 • 4 min read
NatWest private banking and wealth management income surges on Evelyn integration

Companies

NatWest private banking and wealth management income surges on Evelyn integration

Net inflows of £1bn

clock 02 November 2026 • 1 min read
News editor's view: The devil in the Budget detail

Your profession

News editor's view: The devil in the Budget detail

The news editor's Friday Night Takeaway from 30 October

clock 30 October 2026 • 2 min read
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