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News

People Moves: Sparrows Capital names Phillip Young as deputy CIO

People

People Moves: Sparrows Capital names Phillip Young as deputy CIO

Young joined the DFM in 2022

clock 10 July 2025 • 1 min read
Partner Insight: Why tweak a winning formula?

Partner Insight

Partner Insight: Why tweak a winning formula?

Fairstone has grown fast, recently announcing the 100th partner firm to join the business as it reaches £20bn of client assets under management. Its innovative Downstream Buy-Out (DBO) model has played a major part in that success. We spoke to CEO Lee...

clock 10 July 2025 • 3 min read
Investors 'do not understand' implications of private markets investing

Investment

Investors 'do not understand' implications of private markets investing

House of Lords Financial Services Regulation Committee looked at the issues

clock 09 July 2025 • 1 min read
PA Awards 2026: Entries for all categories now open!

Your profession

PA Awards 2026: Entries for all categories now open!

Our 21st anniversary awards will be held in London next March

clock 09 July 2025 • 1 min read
Plannr integrates SmartSearch anti-money laundering checks into adviser workflows

Your profession

Plannr integrates SmartSearch anti-money laundering checks into adviser workflows

System aims to streamline client onboarding

clock 09 July 2025 • 1 min read
More than half of advisers have seen clients negatively affected by finfluencers

Your profession

More than half of advisers have seen clients negatively affected by finfluencers

‘Advisers are becoming, in many cases, financial paramedics'

clock 09 July 2025 • 2 min read
FCA data request prompts SimplyBiz's sector-wide compliance session

Regulation

FCA data request prompts SimplyBiz's sector-wide compliance session

Nearly 600 advisers sign up for July webinar on navigating new s165 data requirements

clock 09 July 2025 • 2 min read
Adviser books lack younger clients as they pick DIY or robo-advice

Your profession

Adviser books lack younger clients as they pick DIY or robo-advice

Apathy and lack of advice value understanding also barriers

clock 09 July 2025 • 2 min read
Market Movers: UK public finances 'vulnerable' compared to European peers

Markets

Market Movers: UK public finances 'vulnerable' compared to European peers

Deficit third largest among top European economies

clock 09 July 2025 • 1 min read
Rishi Sunak returns to Goldman Sachs as senior adviser

Your profession

Rishi Sunak returns to Goldman Sachs as senior adviser

Joined as an analyst in 2001

clock 08 July 2025 • 1 min read
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