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News

HFMC Wealth inks £350m deal for London firm Weston Cummins

Your profession

HFMC Wealth inks £350m deal for London firm Weston Cummins

Acquisition follows a £145m January deal for a City of London adviser 

clock 04 July 2023 • 1 min read
Consumer Duty: Firms encouraged to document abandoned changes

Consumer Duty

Consumer Duty: Firms encouraged to document abandoned changes

Last minute check list for advisers to consider over the next few weeks

clock 03 July 2023 • 2 min read
Fewer retirees taking regulated advice on decumulation options

Income

Fewer retirees taking regulated advice on decumulation options

Analysis of FCA product data showed drop in last five years

clock 03 July 2023 • 2 min read
Lumin Wealth acquires Essex-based financial advice firm

Your profession

Lumin Wealth acquires Essex-based financial advice firm

Lumin Wealth expands portfolio with The Big Picture Wealth Management

clock 03 July 2023 • 1 min read
Editor's View: The rise of annuities and the appeal that stability brings

Adviser tips

Editor's View: The rise of annuities and the appeal that stability brings

The editor's Friday Night Takeaway from 30 June

clock 30 June 2023 • 1 min read
A day in the life of an adviser: Bournemouth-based Jordan Cruse

Your profession

A day in the life of an adviser: Bournemouth-based Jordan Cruse

PA hears how advisers all across the nation structure their workdays

clock 30 June 2023 • 4 min read
Frozen tax thresholds bite as 55% more pay additional rate 

Tax Planning

Frozen tax thresholds bite as 55% more pay additional rate 

Hundreds of thousands dragged into higher paying tax brackets 

clock 29 June 2023 • 3 min read
Charles Stanley launches 'free call with an adviser' service

Your profession

Charles Stanley launches 'free call with an adviser' service

In-depth discussions at a fixed price of £150 will also be offered to the public

clock 29 June 2023 • 1 min read
Argentis joins client feedback service as Consumer Duty looms

Consumer Duty

Argentis joins client feedback service as Consumer Duty looms

Wealth manager signs up for VouchedFor’s Elevation package

clock 29 June 2023 • 1 min read
Evelyn Partners launches workplace digital hybrid platform

Your profession

Evelyn Partners launches workplace digital hybrid platform

Financial wellbeing service Moneyhealth offers financial coaching

clock 29 June 2023 • 1 min read
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