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News

Platforms told to 'clean up their data' as transfer charter approaches

Wrap/platforms

Platforms told to 'clean up their data' as transfer charter approaches

The Platforms Association to launch charter later this month

clock 09 June 2026 • 4 min read
Neil Woodford's W4.0 rejects FCA's characterisation and 'regrettable' civil claim

Regulation

Neil Woodford's W4.0 rejects FCA's characterisation and 'regrettable' civil claim

In response to civil proceedings from the regulator

clock 09 June 2026 • 2 min read
FCA deputy CEO: Regulator cannot scale financial inclusion initiatives alone

Your profession

FCA deputy CEO: Regulator cannot scale financial inclusion initiatives alone

FCA deputy CEO Sarah Pritchard speaks to Treasury Committee

clock 09 June 2026 • 3 min read
Fairstone opens Cardiff hub office

Companies

Fairstone opens Cardiff hub office

Looks to scale across Wales

clock 09 June 2026 • 2 min read
Intelliflo adds agentic AI to platform as profession reaches 'inflection point'

Technology

Intelliflo adds agentic AI to platform as profession reaches 'inflection point'

‘Next generation’ of Intelliflo Office

clock 09 June 2026 • 4 min read
Two advice firms join AJ Bell Investments' bespoke MPS partnership

DFM & Model Portfolios

Two advice firms join AJ Bell Investments' bespoke MPS partnership

Financial Initiatives and Blue Atlas Wealth

clock 09 June 2026 • 2 min read
ValidPath adds £300m assets Devon firm to network

Companies

ValidPath adds £300m assets Devon firm to network

Manning & Company backed by Rimbal

clock 09 June 2026 • 2 min read
Continuum opens office in Cornwall

Companies

Continuum opens office in Cornwall

On Wadebridge high street

clock 09 June 2026 • 2 min read
Kingswood moves under Mattioli Woods brand

Companies

Kingswood moves under Mattioli Woods brand

Follows merger

clock 09 June 2026 • 2 min read
Discretionary MPS assets reached over £200bn last year

DFM & Model Portfolios

Discretionary MPS assets reached over £200bn last year

NextWealth found assets rose 32%

clock 09 June 2026 • 2 min read
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