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News

The Verve Foundation reveals sponsors of new adviser student cohort

Companies

The Verve Foundation reveals sponsors of new adviser student cohort

Intelliflo, PortfolioMetrix, and First Wealth included as sponsors

clock 14 May 2024 • 1 min read
CII names His Majesty King Charles III as its new patron

Companies

CII names His Majesty King Charles III as its new patron

His Majesty succeeds Her Late Majesty Queen Elizabeth II

clock 13 May 2024 • 1 min read
Milecross Financial acquires Dundee firm with £30m of assets

Your profession

Milecross Financial acquires Dundee firm with £30m of assets

The firm is on an acquisition spree as it plans to buy ‘several’ firms this year

clock 13 May 2024 • 1 min read
HNW individuals call for pension reforms and tax changes

Pensions

HNW individuals call for pension reforms and tax changes

Almost nine in ten want to see pension reforms, Saltus finds

clock 13 May 2024 • 1 min read
Majority of advisers have taken on a new client in the last month

Client Acquisition

Majority of advisers have taken on a new client in the last month

'The ability to look after client numbers is more of an issue'

clock 13 May 2024 • 1 min read
Chartered status 'won't help your client if they don't like and trust you'

Your profession

Chartered status 'won't help your client if they don't like and trust you'

An adviser shares their views with PA on the importance of Chartered status

clock 13 May 2024 • 1 min read
Industry split on preparation for Consumer Duty report

Your profession

Industry split on preparation for Consumer Duty report

The report is due on 31 July, one year since the regulation took effect

clock 13 May 2024 • 1 min read
Editor's View: The advice firm ex-CEO fined £120,300 by the FCA

Adviser tips

Editor's View: The advice firm ex-CEO fined £120,300 by the FCA

The editor's Friday Night Takeaway from 10 May

clock 10 May 2024 • 1 min read
FCA/TPR value for money framework a 'key priority' for 2024/25

Pensions

FCA/TPR value for money framework a 'key priority' for 2024/25

Regulatory duo first announced a plan for common measurements in 2022

clock 10 May 2024 • 1 min read
St James's Place takes stake to retain one of its largest partner firms

Companies

St James's Place takes stake to retain one of its largest partner firms

The wealth giant has taken nearly 20% in a partner firm's parent company

clock 10 May 2024 • 1 min read
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