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News

Waverton and London & Capital set to merge as £17bn wealth manager

Your profession

Waverton and London & Capital set to merge as £17bn wealth manager

Backed by US private equity firm Lovell Minnick Partners

clock 01 March 2024 • 2 min read
Paraplanners confident despite worries the role is 'poorly defined'

Your profession

Paraplanners confident despite worries the role is 'poorly defined'

'A real concern and one where the sector must work together to address'

clock 01 March 2024 • 1 min read
Defaqto expands Engage to include all tech required for advice

Your profession

Defaqto expands Engage to include all tech required for advice

Single tool to include risk profiling, cashflow planning, ratings and more

clock 29 February 2024 • 1 min read
Evelyn MPS team takes 'tentative' steps into Baillie Gifford EM fund

Investment

Evelyn MPS team takes 'tentative' steps into Baillie Gifford EM fund

‘It is possible we are nearing a turning point in Asia and emerging markets’

clock 29 February 2024 • 1 min read
'Personal purpose' must be embedded into advice firm culture

Your Business

'Personal purpose' must be embedded into advice firm culture

‘It is at the heart of advice, yet I don’t see firms talk about it clear enough’

clock 29 February 2024 • 2 min read
RSMR launches Passive Plus MPS range with five portfolios to market

Investment

RSMR launches Passive Plus MPS range with five portfolios to market

Range is aimed at advisers who prefer the simplicity of passive funds

clock 29 February 2024 • 1 min read
Warning non-dom tax scrap would only dent UK economy troubles

Tax planning

Warning non-dom tax scrap would only dent UK economy troubles

Suggestions of plans for a scrap have been circling in multiple reports

clock 29 February 2024 • 2 min read
Paraplanners say they feel disconnected from advisers

Your profession

Paraplanners say they feel disconnected from advisers

They see this as a main blocker to doing their job effectively each day

clock 29 February 2024 • 1 min read
PFS names board director and two vice presidents

People

PFS names board director and two vice presidents

Ben Wright joins as director and Carla Brown and Daniel Williams as VPs

clock 29 February 2024 • 1 min read
Schroders wealth arm posts record high AUM of £110bn

Your profession

Schroders wealth arm posts record high AUM of £110bn

This marks an increase from £98.1bn last year

clock 29 February 2024 • 2 min read
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