News

Milecross Financial makes six acquisitions since Openwork buyout

Companies

Milecross Financial makes six acquisitions since Openwork buyout

Three more acquisitions in the pipeline

clock 08 October 2026 • 2 min read
Holistic advice is the 'key' to disability support

Your profession

Holistic advice is the 'key' to disability support

Accessibility issues to advice remain

clock 07 October 2026 • 3 min read
Conservative party pledges to axe IHT on family homes

Tax planning

Conservative party pledges to axe IHT on family homes

Couples would also be able to pass on £1m tax free

clock 07 October 2026 • 2 min read
Six months until pensions IHT changes: Advisers await Budget clarity

Tax planning

Six months until pensions IHT changes: Advisers await Budget clarity

Advisers urged to refine plans and not rush

clock 07 October 2026 • 5 min read
PlannerPal raises £4.3m to build 'client intelligence layer'

Companies

PlannerPal raises £4.3m to build 'client intelligence layer'

Funding round led by Mercia Ventures

clock 07 October 2026 • 2 min read
Fairstone adds £170m AUM with Sussex financial planner acquisition

Companies

Fairstone adds £170m AUM with Sussex financial planner acquisition

Foundation Financial Planning joins Fairstone after BDO programme

clock 07 October 2026 • 2 min read
FCA annual meeting dominated by whistleblower handling criticism

Regulation

FCA annual meeting dominated by whistleblower handling criticism

After the death of Simon Andriesz

clock 07 October 2026 • 3 min read
SJP tilts away from corporate bonds and emerging markets in multi-asset rebalance

Companies

SJP tilts away from corporate bonds and emerging markets in multi-asset rebalance

Increases government bond exposure

clock 07 October 2026 • 2 min read
Sarasin & Partners to join forces with Stellar AM on AIM proposition

Companies

Sarasin & Partners to join forces with Stellar AM on AIM proposition

Firm to retain full investment control

clock 06 October 2026 • 1 min read
Sentiment on the rise but 'calm may not last' as Budget looms

Your profession

Sentiment on the rise but 'calm may not last' as Budget looms

According to Dynamic Planner’s Financial Happiness Index

clock 06 October 2026 • 2 min read