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News

Saltus buys Lowes Financial Management

Your Business

Saltus buys Lowes Financial Management

‘Greater negotiation clout’ and tech investment cited as deal drivers

clock 17 February 2025 • 2 min read
Nucleus updates platform to support advisers with pension calculations

Platforms

Nucleus updates platform to support advisers with pension calculations

Aims to help advisers keep up to date with complex changes

clock 14 February 2025 • 2 min read
First-time buyers priced out of using LISA in 62 regions by 2029

ISAs

First-time buyers priced out of using LISA in 62 regions by 2029

Based on AJ Bell analysis

clock 14 February 2025 • 3 min read
Wealth management firm Nova Wealth gains B Corp status

Companies

Wealth management firm Nova Wealth gains B Corp status

Recognises that ‘talent comes from all backgrounds’

clock 13 February 2025 • 2 min read
Saba's Boaz Weinstein requests meeting with Baroness Altmann to discuss UK trusts

Investment Trusts

Saba's Boaz Weinstein requests meeting with Baroness Altmann to discuss UK trusts

Boaz Weinstein wants to meet Baroness Altmann

clock 13 February 2025 • 2 min read
Hampshire IFA charged by FCA over £2.3m fraud

Regulation

Hampshire IFA charged by FCA over £2.3m fraud

Lisa Campbell charged with multiple criminal offences

clock 13 February 2025 • 1 min read
Advice firms move away from generic platforms as customisation gains momentum

Your profession

Advice firms move away from generic platforms as customisation gains momentum

Advisers increasingly favour branded and customised platform models

clock 13 February 2025 • 2 min read
FCA's targeted support risks infringing on advice - PIMFA

Regulation

FCA's targeted support risks infringing on advice - PIMFA

Targeted support must not step on financial advice’s toes, trade body warns

clock 13 February 2025 • 5 min read
Benchmark Capital snaps up advice firm Robertson Baxter

Companies

Benchmark Capital snaps up advice firm Robertson Baxter

Adds £200m in assets to the network

clock 13 February 2025 • 2 min read
WBR Group acquires £403m SSAS book from Standard Life

Pensions

WBR Group acquires £403m SSAS book from Standard Life

Administered SL's SSAS book for more than 20 years

clock 13 February 2025 • 1 min read
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