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News

Majority of industry considering retention strategy for wealth transfer

Your Business

Majority of industry considering retention strategy for wealth transfer

‘Most advisers are not sufficiently focused on this area’

clock 20 August 2024 • 2 min read
Advisers grapple with escalating regulatory pressure

Your profession

Advisers grapple with escalating regulatory pressure

The FCA and its Consumer Duty cited as sources of frustration

clock 20 August 2024 • 1 min read
Government publishes terms of reference for first phase of pensions review

Your profession

Government publishes terms of reference for first phase of pensions review

Review aims to develop policy to drive scale and consolidation of workplace DC schemes

clock 19 August 2024 • 2 min read
VouchedFor partners with Plannr to integrate client survey tool

Companies

VouchedFor partners with Plannr to integrate client survey tool

Elevation will be placed into PlannrCRM

clock 19 August 2024 • 1 min read
Mattioli Woods updates on Pollen Street Capital acquisition timeline

Companies

Mattioli Woods updates on Pollen Street Capital acquisition timeline

Deal gained regulator approval in July

clock 19 August 2024 • 1 min read
Nick Train tight-lipped on Hargreaves Lansdown takeover

Investment

Nick Train tight-lipped on Hargreaves Lansdown takeover

Shareholders to vote on consortium's £5.4bn bid for Hargreaves Lansdown

clock 16 August 2024 • 1 min read
PwC hit with £15m fine over London Capital & Finance failures

Regulation

PwC hit with £15m fine over London Capital & Finance failures

It is the first time the FCA has fined an audit firm

clock 16 August 2024 • 2 min read
Baillie Gifford names managing partner and CEO as Telfer retires

People

Baillie Gifford names managing partner and CEO as Telfer retires

Telfer has spent more than 33 years at Baillie Gifford

clock 16 August 2024 • 1 min read
Orbis Investments names head of UK retail business as Bradshaw retires

People

Orbis Investments names head of UK retail business as Bradshaw retires

Matthew Spencer takes on the leadership role

clock 15 August 2024 • 1 min read
Kingswood takes out further £6m in PE debt to fund IFA acquisitions

Companies

Kingswood takes out further £6m in PE debt to fund IFA acquisitions

Repayable by October 2030 with interest rate of 12%

clock 15 August 2024 • 1 min read
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