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News

Advice firm Holborn Assets under FSCS investigation

Regulation

Advice firm Holborn Assets under FSCS investigation

Advisory firm went into administration in October this year

clock 06 December 2023 • 1 min read
Advised investors with strong risk appetite favour returns over ESG

Green

Advised investors with strong risk appetite favour returns over ESG

Dynamic Planner found as risk appetite increases, ESG importance wanes

clock 06 December 2023 • 2 min read
Advisers need to be 'proactive' ahead of April ISA lock-in date

Your Business

Advisers need to be 'proactive' ahead of April ISA lock-in date

Advice firms warned of client loss if they do not explain potential risks

clock 06 December 2023 • 1 min read
FOS to cut case fee costs and levy bill by £60m next year

Regulation

FOS to cut case fee costs and levy bill by £60m next year

Latest plan and budget published by financial complaints body

clock 06 December 2023 • 3 min read
Skerritts adds £230m AUM with Chester adviser acquisition

Your profession

Skerritts adds £230m AUM with Chester adviser acquisition

Second deal under Paul Feeney took reigns at PE-backed firm

clock 06 December 2023 • 1 min read
British Steel-linked advice firm goes under FSCS investigation

Companies

British Steel-linked advice firm goes under FSCS investigation

Inspirational Financial Management entered administration in November

clock 05 December 2023 • 1 min read
Evelyn Partners buys tax specialist practice Harwood Hutton

Your profession

Evelyn Partners buys tax specialist practice Harwood Hutton

Latest professional services deal takes tally to five in 2023

clock 05 December 2023 • 1 min read
Advisers drive multi-asset inflows to Premier Miton amid tough year

Investment

Advisers drive multi-asset inflows to Premier Miton amid tough year

Inflows to diversified multi-asset funds up 19% year-on-year

clock 05 December 2023 • 1 min read
New market entrant Liberate Wealth makes second acquisition

Your profession

New market entrant Liberate Wealth makes second acquisition

Consolidator has acquired advice firm Stafford House Investments

clock 05 December 2023 • 2 min read
Nucleus lowers platform charge for second time in 18 months

Platforms

Nucleus lowers platform charge for second time in 18 months

Second annual cut with £10m in savings expected by 2024

clock 05 December 2023 • 1 min read
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