News

Cardiff firm Nugenis agrees £200m advisory mandate with Bordier

Your profession

Cardiff firm Nugenis agrees £200m advisory mandate with Bordier

Bordier UK says it went through a ‘rigorous research process’ for the win

clock 25 July 2023 • 1 min read
GBST expands adviser solutions through acquisition

Your profession

GBST expands adviser solutions through acquisition

This buy should enable the wealthtech to offer both digital and hybrid advice

clock 25 July 2023 • 1 min read
Advice drives 12.6% rise in operating income for Evelyn Partners

Your profession

Advice drives 12.6% rise in operating income for Evelyn Partners

The financial planner says its clients ‘continue to see the value of advice’

clock 25 July 2023 • 1 min read
M&A firm for IFAs launches new internal exits service

Your Business

M&A firm for IFAs launches new internal exits service

The Exit Partnership has hired Dave Robinson as head of internal exits

clock 24 July 2023 • 1 min read
IHT traps significantly heightened for those in blended families

Your profession

IHT traps significantly heightened for those in blended families

Inheritance tax issues are becoming a growing concern for blended families

clock 24 July 2023 • 1 min read
DAs more worried about Consumer Duty costs than networked peers

Your profession

DAs more worried about Consumer Duty costs than networked peers

The deadline for the Consumer Duty regulation is just one week away

clock 24 July 2023 • 2 min read
FCA exceeds three diversity targets amongst panels

Your profession

FCA exceeds three diversity targets amongst panels

The watchdog aims to make progress on diversity as ‘quickly as possible’

clock 24 July 2023 • 1 min read
Advisers slam FCA for 'unclear' and 'unhelpful' Consumer Duty attitude

Consumer Duty

Advisers slam FCA for 'unclear' and 'unhelpful' Consumer Duty attitude

Majority of IFAs think it has been ‘unclear, unresponsive and unhelpful’

clock 24 July 2023 • 1 min read
Protection advisers expect uptick in quality from Consumer Duty

Your profession

Protection advisers expect uptick in quality from Consumer Duty

New research among 800 financial advisers from Guardian shows

clock 24 July 2023 • 2 min read
Evelyn Partners Active MPS team increases fixed income allocation

Your profession

Evelyn Partners Active MPS team increases fixed income allocation

The firm adds three new holdings in latest rebalance

clock 24 July 2023 • 1 min read