IFA

Oaktree acquires Sanlam Wealth UK in £140m deal

Investment

Oaktree acquires Sanlam Wealth UK in £140m deal

Recently invested in Ascot Lloyd

clock 21 September 2021 • 1 min read
Hybrid advice model boom: Can smaller adviser firms enter the arena?

Your Business

Hybrid advice model boom: Can smaller adviser firms enter the arena?

Pandemic has increased demand

clock 09 September 2021 • 7 min read
Chasing Chartered status: Is the long process worth it for adviser firms?

Regulation

Chasing Chartered status: Is the long process worth it for adviser firms?

Just 14% of firms hold Chartered status

clock 08 September 2021 • 8 min read
Climate-focused IFA makes final Sky Zero shortlist to win potential £1m funding

Your profession

Climate-focused IFA makes final Sky Zero shortlist to win potential £1m funding

£2m prize fund

clock 29 June 2021 • 2 min read
'Who the **** is this?': Adviser left stunned after receiving texts from client and girlfriend

Your profession

'Who the **** is this?': Adviser left stunned after receiving texts from client and girlfriend

'How do you know Nigel?'

clock 04 November 2020 •
PA360 Digital: Why streamlining before selling-up is essential

Your profession

PA360 Digital: Why streamlining before selling-up is essential

'Rolling out the red carpet'

clock 08 October 2020 •
Three charged by SFO in Axiom fund collapse investigation

Your profession

Three charged by SFO in Axiom fund collapse investigation

Former IFA charged

clock 21 August 2020 •
Dermot Brannigan: An IFA's personal perspective on CI cover's importance

Critical Illness

Dermot Brannigan: An IFA's personal perspective on CI cover's importance

'How would you cope if your partner contracted an illness?'

clock 22 July 2020 •
Ascot Lloyd snaps up six more advice firms in 2020

Your profession

Ascot Lloyd snaps up six more advice firms in 2020

Adds £1.2bn FUM

clock 22 June 2020 •
'Perfect storm' leads to surge in advisers joining networks

Your profession

'Perfect storm' leads to surge in advisers joining networks

Regulatory pressures

clock 19 June 2020 •
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