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News

PA Awards 2027: Submit your entries by 18 September

uncategorised

PA Awards 2027: Submit your entries by 18 September

The 22nd Professional Adviser Awards will take place in London next March

clock 04 September 2026 • 1 min read
Nucleus posts £61.5m profit in 2025

Companies

Nucleus posts £61.5m profit in 2025

Revenue rose 3.5% to £225m

clock 04 September 2026 • 2 min read
Half of advisers use technology for Consumer Duty compliance

Technology

Half of advisers use technology for Consumer Duty compliance

Advisers not aware of digital tools that can help

clock 04 September 2026 • 2 min read
Three former directors sentenced in £70m pension fraud case

Pensions

Three former directors sentenced in £70m pension fraud case

3,000 people defrauded

clock 04 September 2026 • 2 min read
UK fund flows drop 92% in July amid volatility and geopolitical friction

Investment

UK fund flows drop 92% in July amid volatility and geopolitical friction

IA data shows

clock 04 September 2026 • 2 min read
People Moves: Former 7IM senior director joins Cannizaro Wealth

People

People Moves: Former 7IM senior director joins Cannizaro Wealth

Olivia West joins following 7IM’s private client team merger with Amicus Wealth

clock 04 September 2026 • 1 min read
Lync Wealth Management acquires two Belfast advice firms

Companies

Lync Wealth Management acquires two Belfast advice firms

Carleton Financial Planning and RJ Savage Asset Management

clock 03 September 2026 • 2 min read
Advisory/DFM bespoke portfolio partnerships gaining popularity

DFM & Model Portfolios

Advisory/DFM bespoke portfolio partnerships gaining popularity

Outsourced MPS remain dominant model for CIPs

clock 03 September 2026 • 3 min read
DB transfer adviser hit with provisional FCA ban and £742,700 fine

Regulation

DB transfer adviser hit with provisional FCA ban and £742,700 fine

Daniel Thomas advised 53 clients, including four British Steel scheme members

clock 03 September 2026 • 2 min read
Proving good customer outcomes still a challenge for financial planners

Regulation

Proving good customer outcomes still a challenge for financial planners

Firms face practical challenges in Consumer Duty board reporting

clock 03 September 2026 • 2 min read
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