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News

One Four Nine acquires Plymouth-based firm under new CEO

Your profession

One Four Nine acquires Plymouth-based firm under new CEO

The firm looks to expand in the southwest of England with the acquisition of Rainbird & Co

clock 11 July 2023 • 1 min read
Mansion House reforms to unlock £75bn from pension funds

Pensions

Mansion House reforms to unlock £75bn from pension funds

'Evolutionary, rather than revolutionary change' in pensions

clock 11 July 2023 • 4 min read
'Concerning' number have stopped saving for retirement

Retirement

'Concerning' number have stopped saving for retirement

Britons prioritise immediate financial security instead of saving

clock 11 July 2023 • 1 min read
M&A value drops across wealth despite rise in number of deals

Your profession

M&A value drops across wealth despite rise in number of deals

A total of 67 acquisitions took place in the first half of this year

clock 10 July 2023 • 2 min read
Markets to cause 1-in-6 asset managers to disappear by 2027

Technology

Markets to cause 1-in-6 asset managers to disappear by 2027

'For clients, having their wealth manager acquired can be unnerving'

clock 10 July 2023 • 2 min read
Robo advice market predicted to hit £4.6trn in the next four years

Technology

Robo advice market predicted to hit £4.6trn in the next four years

Survey says ‘robo advice is gaining momentum and doing so at speed’

clock 10 July 2023 • 1 min read
FCA enforcement activity against firms on the decline

Your profession

FCA enforcement activity against firms on the decline

‘The FCA may be adopting a lighter regulatory touch’

clock 10 July 2023 • 2 min read
Square Mile launches six passive model portfolios

Your profession

Square Mile launches six passive model portfolios

The portfolios are launched in preparation for Consumer Duty

clock 10 July 2023 • 1 min read
Edinburgh advice firms join forces in strategic merger

Companies

Edinburgh advice firms join forces in strategic merger

The merged firm will operate under the Calton Wealth brand

clock 10 July 2023 • 1 min read
Editor's View: 31 July and mystically revived corpses

Adviser tips

Editor's View: 31 July and mystically revived corpses

The editor's Friday Night Takeaway from 7 July

clock 07 July 2023 • 2 min read
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