News

Swansea firm Portfolio Financial Consultancy acquired by Ascot Lloyd

Your profession

Swansea firm Portfolio Financial Consultancy acquired by Ascot Lloyd

Acquisition of the firm announced on its website and LinkedIn last week

clock 17 July 2023 • 1 min read
Multi-Asset Roadshow 2023: Welsh advisers… see PA live in Cardiff!

Investment

Multi-Asset Roadshow 2023: Welsh advisers… see PA live in Cardiff!

Event in Cardiff will open the second week of this specialist roadshow

clock 17 July 2023 • 1 min read
Editor's View: The FCA and a 'lighter touch' on regulation

Adviser tips

Editor's View: The FCA and a 'lighter touch' on regulation

The editor's Friday Night Takeaway from 14 July

clock 17 July 2023 • 1 min read
Platforms quizzed by FCA on Consumer Duty preparation

Your profession

Platforms quizzed by FCA on Consumer Duty preparation

30 platforms given days before the Consumer Duty deadline to respond

clock 14 July 2023 • 1 min read
The FCA's questions to investment platforms on their cash margins

Your profession

The FCA's questions to investment platforms on their cash margins

Platforms must respond to the FCA’s letter by 27 July

clock 13 July 2023 • 3 min read
Pandemic early retirees more likely to face poverty, IFS finds

Your profession

Pandemic early retirees more likely to face poverty, IFS finds

Workforce leavers in 2020-21 more likely to have been 'forced' into early retirement

clock 13 July 2023 • 3 min read
Defaqto debuts fund and product comparison Consumer Duty offering

Your profession

Defaqto debuts fund and product comparison Consumer Duty offering

‘Consumer Duty Profiles’ to appear imminently in adviser software

clock 13 July 2023 • 1 min read
Adviser interest in capital accumulation continues growth

Your profession

Adviser interest in capital accumulation continues growth

Quarterly report is a register of viewing patterns among advisers

clock 13 July 2023 • 2 min read
Brooks Macdonald sees funds under management rise of 7.5%

Your profession

Brooks Macdonald sees funds under management rise of 7.5%

The firm said positive flows were partly offset due to declining markets

clock 13 July 2023 • 2 min read
Advisers offered free learning session on 'human' skills

Your Business

Advisers offered free learning session on 'human' skills

The Co-Laboratory’s third session will be launched on 26 July

clock 13 July 2023 • 1 min read