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Your profession

Sylvan Financial Management launches adviser school

People

Sylvan Financial Management launches adviser school

Two graduates have progressed so far

clock 12 September 2025 • 2 min read
Could Iress private equity sale finally shake up the back-office world?

Technology

Could Iress private equity sale finally shake up the back-office world?

‘Even if IFAs had the budgets, there is a huge amount of inertia at play here’

clock 12 September 2025 • 5 min read
Tavistock snaps up hybrid advice firm for £6m in bid to refocus strategy

Companies

Tavistock snaps up hybrid advice firm for £6m in bid to refocus strategy

Acquires Lifetime Financial Management Intermediaries

clock 11 September 2025 • 3 min read
Finli prepares 'sizable' acquisition as leadership transition gets underway

Companies

Finli prepares 'sizable' acquisition as leadership transition gets underway

Acquisition will bring in more younger advisers, Finli outgoing CDO says

clock 11 September 2025 • 3 min read
I know a man who can: Advisers urged to adopt consumer signposting tool

Technology

I know a man who can: Advisers urged to adopt consumer signposting tool

Answer to enquiries from prospective clients’ advisers can’t help

clock 10 September 2025 • 2 min read
Quilter welcomes latest intern cohort

Companies

Quilter welcomes latest intern cohort

Through wealth manager’s ‘Early Careers’ programme

clock 10 September 2025 • 1 min read
My Care Hub expands to public following strong adviser support

Your profession

My Care Hub expands to public following strong adviser support

Advice sector has played ‘pivotal role’ in successful rollout of care guidance platform

clock 10 September 2025 • 4 min read
CBI CEO urges Rachel Reeves to take back manifesto promise not to raise tax – report

Your profession

CBI CEO urges Rachel Reeves to take back manifesto promise not to raise tax – report

Rain Newton-Smith claims ‘the time for tinkering is over’

clock 10 September 2025 • 2 min read
FCA: No plans for 'extra' AI regulations

Technology

FCA: No plans for 'extra' AI regulations

‘We will rely on existing frameworks’

clock 10 September 2025 • 2 min read
Atomos partners with FinCalc to 'enhance' financial planning services

Companies

Atomos partners with FinCalc to 'enhance' financial planning services

Aims to give Atomos advisers ‘streamlined, efficient’ tools

clock 09 September 2025 • 1 min read
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