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News

Timeline solution named top MPS of 2023 by Defaqto

DFM & Model Portfolios

Timeline solution named top MPS of 2023 by Defaqto

Abraham Okusanya's Classic - 50 was the most recommended

clock 10 January 2024 • 1 min read
PA Awards 2024: Adviser Firm of the Year shortlists revealed!

Your profession

PA Awards 2024: Adviser Firm of the Year shortlists revealed!

The industry’s best advice firms from every corner of the UK

clock 10 January 2024 • 2 min read
Dynamic Planner named the most used risk profiling tool by advisers

Ratings, Research & Risk

Dynamic Planner named the most used risk profiling tool by advisers

A fifth of advisers use tools provided by platforms

clock 09 January 2024 • 1 min read
Advice is key in Guardian's new 'low cost' life cover

Your profession

Advice is key in Guardian's new 'low cost' life cover

Advisers say advice is key in new 'low-cost' life insurance cover

clock 09 January 2024 • 2 min read
Succession Wealth buys Plymouth-based IFA adding £165m in assets

Companies

Succession Wealth buys Plymouth-based IFA adding £165m in assets

This is the wealth manager's third acquisition under Aviva ownership

clock 09 January 2024 • 1 min read
Mattioli Woods revenue up 8% against tough economic backdrop

Your profession

Mattioli Woods revenue up 8% against tough economic backdrop

Integration of recently acquired businesses continues

clock 09 January 2024 • 2 min read
Independent financial adviser Barbie gives advice on advice

Your profession

Independent financial adviser Barbie gives advice on advice

A post-Golden Globes take on the challenges of pensions

clock 09 January 2024 • 9 min read
PA Awards 2024: Provider category shortlists revealed!

Your profession

PA Awards 2024: Provider category shortlists revealed!

The industry’s best platforms, tech providers, support services and more

clock 09 January 2024 • 2 min read
Söderberg & Partners snaps up two more UK advice firms

Companies

Söderberg & Partners snaps up two more UK advice firms

These deals mark its fifth and sixth IFA acquisitions in the UK market

clock 08 January 2024 • 2 min read
Financial plans boost confidence amid £35,000 wealth drop

Your profession

Financial plans boost confidence amid £35,000 wealth drop

Majority seeing growth despite a £35,000 drop in UK household wealth

clock 08 January 2024 • 2 min read
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