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News

Evelyn Partners buys up boutique City of London firm Dart Capital

Your profession

Evelyn Partners buys up boutique City of London firm Dart Capital

Transaction is set to complete later this year after regulatory green light

clock 12 June 2023 • 1 min read
21-year-old becomes industry's youngest Chartered planner

Your profession

21-year-old becomes industry's youngest Chartered planner

Jordan Cruse began his financial services career at age 16

clock 12 June 2023 • 1 min read
Editor's View: Next level technology for the advice industry

Adviser tips

Editor's View: Next level technology for the advice industry

The editor's Friday Night Takeaway from 9 June

clock 09 June 2023 • 2 min read
Clients retiring abroad? Spain and Australia voted as best options

Retirement

Clients retiring abroad? Spain and Australia voted as best options

Findings from Retirement Solutions on top retirement destinations

clock 09 June 2023 • 1 min read
FSCS declares Newport-based Thomas Financial in default

Your profession

FSCS declares Newport-based Thomas Financial in default

A ‘small IFA failure’ with two claims made against it

clock 09 June 2023 • 1 min read
Evelyn Partners sets fresh direction with new chief executive

Your profession

Evelyn Partners sets fresh direction with new chief executive

Comes after a strong 2022 of advice firm acquisitions and growth

clock 09 June 2023 • 1 min read
A day in the life of an adviser: Penzance-based Demi-Leigh Gilks

Your profession

A day in the life of an adviser: Penzance-based Demi-Leigh Gilks

PA hears how advisers all across the nation structure their workdays

clock 09 June 2023 • 3 min read
Advisers called to be more open-minded to embracing AI

Your profession

Advisers called to be more open-minded to embracing AI

Artificial intelligence should be on advisers’ radar, Schroders says

clock 08 June 2023 • 1 min read
Demand for sustainable investing wanes amid doubts

Your profession

Demand for sustainable investing wanes amid doubts

More advisers report decline in client interest for sustainable investment

clock 08 June 2023 • 1 min read
FE Fundinfo integrates Analytics and Cashcalc after 2021 acquisition

Technology

FE Fundinfo integrates Analytics and Cashcalc after 2021 acquisition

Move designed to cut wasted time for advisers

clock 08 June 2023 • 2 min read
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