IFA

Prosperis secures acquisition of AJ Hird

Your profession

Prosperis secures acquisition of AJ Hird

Adds £40m AUM

clock 06 January 2022 • 1 min read
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
Succession Wealth snaps up two IFAs

Your profession

Succession Wealth snaps up two IFAs

Adds £211m AUA

clock 20 December 2021 • 1 min read
'Consolidation is bad for clients and the advice profession' - IFA roundtable

People

'Consolidation is bad for clients and the advice profession' - IFA roundtable

'There is a lot of short-termism'

clock 02 December 2021 • 3 min read
FCA removes all permissions from IFA firm after adviser convicted for child grooming

Regulation

FCA removes all permissions from IFA firm after adviser convicted for child grooming

The company can appeal

clock 26 November 2021 • 2 min read
Way Group launches family asset protection trust service

Tax planning

Way Group launches family asset protection trust service

Trust work often seen as a 'dark art'

clock 10 November 2021 • 2 min read
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
Most read
01

MPs tell FCA to research tax-free pension lump sum 'decoupling'

18 January 2022 • 2 min read
02

'We have been here before': Advisers recall 90s inflation nightmare

20 January 2022 • 2 min read
03

Exclusive David Ferguson interview: Platform switching activity to rise in 'redefined' market

20 January 2022 • 3 min read
04

Laura Suter: Is auto-enrolment for everyone a good idea?

17 January 2022 • 3 min read
05

CashCalc launches Cashflow Modeller with added tax functionality

20 January 2022 • 2 min read