wealth managers

The data quality gap wealth managers can see but haven't yet closed

Your Business

The data quality gap wealth managers can see but haven't yet closed

Five common elements for achieving high-quality data

clock 15 September 2026 • 4 min read
FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

Your profession

FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

Covers advisers, platforms and wealth managers

clock 30 July 2026 • 3 min read
Number of wealth and asset management firms predicted to drop by 20% in five years

Investment

Number of wealth and asset management firms predicted to drop by 20% in five years

Oliver Wyman and Morgan Stanley research suggests

clock 26 September 2025 • 2 min read

Investment

Tavistock 'unequivocally rejects' takeover bid

Proposal 'significantly undervalued' firm

clock 24 March 2021 • 2 min read

Investment

Hurst Point Group completes Hawksmoor acquisition

Deal first announced in January 2021

clock 02 March 2021 • 3 min read

Your profession

Roy McLoughlin: Is it time for IFAs to start signposting protection?

‘If you do not wish to offer protection advice, refer it’

clock 13 July 2020 • 4 min read

Companies

Harwood Wealth Management announces £1.8m triple acquisition

Completes third purchase

clock 31 July 2019 • 1 min read

Companies

Brooks Macdonald to consolidate London teams in new City office

Moving from two existing locations

clock 17 July 2019 • 1 min read

Multi-Asset

Use of segregated funds will 'fuel rise of low-cost active portfolios'

Growth amid fall in funds under management

clock 29 May 2019 • 3 min read

Markets

Warren Buffett: 'US economy is slowing down, but I'm not concerned'

Believes US is best place to invest

clock 29 March 2019 • 1 min read