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News

Tony Wickenden launches business as SJP takes Technical Connection in-house only

Companies

Tony Wickenden launches business as SJP takes Technical Connection in-house only

The 3rd Act launches in February 2027

clock 14 September 2026 • 3 min read
Financial happiness reaches two year high - Dynamic Planner

UK

Financial happiness reaches two year high - Dynamic Planner

After July fall

clock 11 September 2026 • 2 min read
Feel Good Friday: Rosemount renews mental health partnership for advisers

Your profession

Feel Good Friday: Rosemount renews mental health partnership for advisers

Supporting The Global Returns Project, Grief Encounter, FoodCycle and Verve Foundation

clock 11 September 2026 • 1 min read
AIC pushes chancellor Healey to restore 30% VCT tax relief in Budget

VCTs / EIS

AIC pushes chancellor Healey to restore 30% VCT tax relief in Budget

Alongside stamp duty scrap call

clock 11 September 2026 • 2 min read
Atomos acquires MWA Financial adding almost £1bn AUM

Companies

Atomos acquires MWA Financial adding almost £1bn AUM

Will create one of the UK’s largest financial planning firms

clock 10 September 2026 • 2 min read
St James's Place hires adviser trio to build AR firms

Companies

St James's Place hires adviser trio to build AR firms

Wilma Edwards, Paul Telford and Nick Dixon join

clock 10 September 2026 • 2 min read
Adviser chases Hartley Pensions for ten months over clients' SSAS transfer

Pensions

Adviser chases Hartley Pensions for ten months over clients' SSAS transfer

Takes case to The Pensions Ombudsman

clock 10 September 2026 • 2 min read
Advisers making more deliberate decisions on which clients fit ongoing services

Companies

Advisers making more deliberate decisions on which clients fit ongoing services

Many are switching off ongoing fees for some clients

clock 10 September 2026 • 2 min read
Trio of planning firms attain CISI chartered status

Companies

Trio of planning firms attain CISI chartered status

Smart Financial, Grovely Financial and Chancery Lane Income Planners

clock 09 September 2026 • 2 min read
Majority of advisers want CGT reporting in platform tax packs

Tax planning

Majority of advisers want CGT reporting in platform tax packs

Some 39% of advice firms cite tax planning as a priority

clock 09 September 2026 • 1 min read
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