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News

Advisers call for simplified ISA market with one single product

Your profession

Advisers call for simplified ISA market with one single product

More than half believe ‘unnecessary’ complexity’ has crept into the market

clock 08 September 2023 • 1 min read
SOLLA strikes deal for DFM services with wealth manager

Companies

SOLLA strikes deal for DFM services with wealth manager

Society inks agreement with Canaccord Genuity Wealth Management

clock 08 September 2023 • 1 min read
Advisers fanning the advice gap flame with slow tech adoption

Your profession

Advisers fanning the advice gap flame with slow tech adoption

Technology is ‘important for the future of financial advice’

clock 08 September 2023 • 1 min read
Advisers told social media is vital to attract younger clients

Your profession

Advisers told social media is vital to attract younger clients

‘Financial advice is more for my dad. Gen Z is seen as a poor generation’

clock 08 September 2023 • 2 min read
Schroders UK Platform Awards 2023: Final set of shortlists revealed!

Platforms

Schroders UK Platform Awards 2023: Final set of shortlists revealed!

Awards to take place at the London Hilton on Park Lane this month

clock 07 September 2023 • 1 min read
Woodford investors set for early 2024 payout if scheme passes

Investment

Woodford investors set for early 2024 payout if scheme passes

The dealing for voting has been set as as 4 December

clock 07 September 2023 • 4 min read
Three PortfolioMetrix funds now risk profiled on Dynamic Planner

Investment

Three PortfolioMetrix funds now risk profiled on Dynamic Planner

Core Assertive, Core Balanced and Core Cautious funds

clock 07 September 2023 • 1 min read
MWA makes first double IFA deal following ThinCats backing

Companies

MWA makes first double IFA deal following ThinCats backing

The IFA has acquired Sterling Financial Consultants and FAC

clock 07 September 2023 • 2 min read
Competition watchdog clears £242m Curtis Banks/Nucleus deal

Companies

Competition watchdog clears £242m Curtis Banks/Nucleus deal

Latest update from business released on 7 September

clock 07 September 2023 • 2 min read
Private equity-backed Cooper Parry acquires rival firm

Companies

Private equity-backed Cooper Parry acquires rival firm

Business has tripled in size in last 12 months

clock 07 September 2023 • 2 min read
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