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Your profession

True Potential WM posts £243m operating loss for 2024 after client transfer Skilled Person review

Companies

True Potential WM posts £243m operating loss for 2024 after client transfer Skilled Person review

Exceptional costs of £250m

clock 17 September 2025 • 4 min read
Consolidation: Does big equal bad in the advice sector?

Your profession

Consolidation: Does big equal bad in the advice sector?

'Integrations take time and effort on all sides'

clock 17 September 2025 • 4 min read
Walker Crips Financial Planning doubles down on boutique strategy as adviser hires drive growth

Companies

Walker Crips Financial Planning doubles down on boutique strategy as adviser hires drive growth

Adviser growth, not acquisitions, driving development

clock 17 September 2025 • 2 min read
FCA closes Wellesley & Co Limited investigation

Companies

FCA closes Wellesley & Co Limited investigation

Regulator takes no further action as investors were ‘clearly warned’

clock 17 September 2025 • 3 min read
WIFA 2025 headline sponsor video: LV's Katherine Carnegie on inclusive leadership

Your profession

WIFA 2025 headline sponsor video: LV's Katherine Carnegie on inclusive leadership

‘Creating a culture where everyone thrives’

clock 17 September 2025 • 1 min read
FNZ and AJ Bell extend partnership with ten-year agreement

Platforms

FNZ and AJ Bell extend partnership with ten-year agreement

Firms have linked up since 2009

clock 17 September 2025 • 2 min read
Want to hire an adviser? Just grow your own

People

Want to hire an adviser? Just grow your own

Bringing young talent into a firm is ‘an upfront pain for future gain’

clock 17 September 2025 • 4 min read
Fairstone names Steven Cooper as CEO

People

Fairstone names Steven Cooper as CEO

Succeeds Lee Hartley who is now deputy chair

clock 16 September 2025 • 3 min read
Fintel simplifies model into two divisions as it stresses cultural fit in acquisitions

Your profession

Fintel simplifies model into two divisions as it stresses cultural fit in acquisitions

The group moves from three divisions to two

clock 16 September 2025 • 2 min read
Becketts acquires Ipswich-based Swallow Financial Planning

Companies

Becketts acquires Ipswich-based Swallow Financial Planning

Owner Andrew Swallow to retire

clock 15 September 2025 • 1 min read
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