News

Close Brothers AM buys Dorset-based IFA adding £220m in assets

Companies

Close Brothers AM buys Dorset-based IFA adding £220m in assets

The wealth manager’s purchase of Bottriell Adams is subject to approval

clock 13 December 2023 • 1 min read
Birmingham-based British Steel advice firm declared failed by FSCS

Companies

Birmingham-based British Steel advice firm declared failed by FSCS

BlueSky Wealth Management was placed into liquidation in April

clock 13 December 2023 • 1 min read
Fairstone hits 55 office locations after buying up Kent advice firm

Your profession

Fairstone hits 55 office locations after buying up Kent advice firm

Deal signed for Goodman Chartered Financial Planners in Tunbridge Wells

clock 13 December 2023 • 1 min read
Adviser argues for TPR/FCA merger after Consumer Duty 'failure'

Consumer Duty

Adviser argues for TPR/FCA merger after Consumer Duty 'failure'

Karen Ritchie wonders if The Pensions Regulator has ‘had its day’

clock 12 December 2023 • 3 min read
Benchmark acquires West Sussex IFA adding £111m in client assets

Your profession

Benchmark acquires West Sussex IFA adding £111m in client assets

Champain is appointed representative of Benchmark's advice network

clock 12 December 2023 • 1 min read
Rise of the machines: Fifth of advisers fear AI will displace them

Technology

Rise of the machines: Fifth of advisers fear AI will displace them

Third of advisers feel AI will transform their profession

clock 12 December 2023 • 1 min read
Söderberg & Partners continues UK expansion with fourth deal of 2023

Your profession

Söderberg & Partners continues UK expansion with fourth deal of 2023

Swedish firm takes minority stake in London-based planner

clock 12 December 2023 • 1 min read
MKC Wealth signs former Tenet firm as part of double deal

Your profession

MKC Wealth signs former Tenet firm as part of double deal

Crescent Independent and clients of Bury IFA acquired for undisclosed sum

clock 12 December 2023 • 1 min read
One in eight HNWs fell victim to financial crime in last six months

Your profession

One in eight HNWs fell victim to financial crime in last six months

Losing an average of just under £13,000 each to scammers

clock 12 December 2023 • 3 min read
FCA raises alarm on platforms' handling of customer interest

Your profession

FCA raises alarm on platforms' handling of customer interest

Regulator cracks down on investment platforms for ‘double dipping’

clock 12 December 2023 • 1 min read