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News

MPS assets grow by a third in 12 months as costs halve

DFM & Model Portfolios

MPS assets grow by a third in 12 months as costs halve

‘The MPS sector is thriving but crowded’

clock 03 December 2024 • 3 min read
Multiply and Scottish Widows partner to 'transform' retirement planning

Your profession

Multiply and Scottish Widows partner to 'transform' retirement planning

Collaboration aims to deliver personalised pension guidance with AI tools

clock 02 December 2024 • 1 min read
Adviser flags they have been waiting over a year for FOS response

Your profession

Adviser flags they have been waiting over a year for FOS response

‘Cases are taking a long time to be reviewed which causes stress’

clock 02 December 2024 • 3 min read
Tavistock receives £22m for advice business sale to Saltus

Companies

Tavistock receives £22m for advice business sale to Saltus

Firm says it is in a stronger position to generate ‘superior’ growth

clock 02 December 2024 • 2 min read
Söderberg & Partners invests in three more IFA businesses

Companies

Söderberg & Partners invests in three more IFA businesses

Swedish firm continues to back small IFA firms in UK

clock 02 December 2024 • 2 min read
St James's Place to make 500 job cuts as part of cost cutting plan

Companies

St James's Place to make 500 job cuts as part of cost cutting plan

Adviser partnership not included in the cuts

clock 02 December 2024 • 2 min read
Shackleton launches as national advice firm with four acquisitions

Your profession

Shackleton launches as national advice firm with four acquisitions

Skerritts Group rebrands to Shackleton

clock 02 December 2024 • 2 min read
Schroder and Victory Hill investment trusts become first trusts to publicly adopt SDR label

Green

Schroder and Victory Hill investment trusts become first trusts to publicly adopt SDR label

Adopted the ‘Sustainability Impact’ label under the FCA rules

clock 02 December 2024 • 2 min read
FCA fines adviser £1.4m over unsuitable DB pension transfers

Regulation

FCA fines adviser £1.4m over unsuitable DB pension transfers

Philip Pryke exposed clients to ‘significant’ risk of financial detriment

clock 29 November 2024 • 2 min read
AdvisoryAI unveils adviser app to support in-person meeting note taking

Technology

AdvisoryAI unveils adviser app to support in-person meeting note taking

Advisory AI’s app aims to eliminate manual note taking and transcribe

clock 28 November 2024 • 1 min read
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