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News

Consumer Duty-focused fair value assessment hub launches

Protection

Consumer Duty-focused fair value assessment hub launches

Paradigm Protect targets product manufacturers with new FVA offering

clock 05 May 2023 • 2 min read
Continuum hits £1.72bn in assets after 9 years of quarterly growth

Your Business

Continuum hits £1.72bn in assets after 9 years of quarterly growth

Plymouth national IFA was minority acquired by M&G in March

clock 05 May 2023 • 1 min read
A day in the life of an adviser: Mold-based Robert Lewis

Adviser tips

A day in the life of an adviser: Mold-based Robert Lewis

PA hears how advisers all across the nation structure their workdays

clock 05 May 2023 • 2 min read
Women in Financial Advice Awards 2023: Nominations closing!

Your profession

Women in Financial Advice Awards 2023: Nominations closing!

Awards ceremony set for 1 November at the Marriott Grosvenor Square

clock 05 May 2023 • 1 min read
Rathbones reports minor assets boost from before Investec merger

Investment

Rathbones reports minor assets boost from before Investec merger

New prospectus and circulation regarding the merger expected in Q2

clock 04 May 2023 • 1 min read
FCA strengthens whistleblower practices after backlash

Regulation

FCA strengthens whistleblower practices after backlash

Regulator to boost whistleblower confidence with new procedures

clock 04 May 2023 • 2 min read
Lumin Wealth expands its financial planning services into Cambridge

Your Business

Lumin Wealth expands its financial planning services into Cambridge

Chartered financial planner Tim Webb to head up a new office

clock 04 May 2023 • 1 min read
Liontrust acquires rival manager GAM adding £21bn in AUM

Investment

Liontrust acquires rival manager GAM adding £21bn in AUM

Liontrust's latest deal expected to complete Q4 2023

clock 04 May 2023 • 2 min read
One quarter of savers at risk of 'opportunistic' pension scams

Pensions

One quarter of savers at risk of 'opportunistic' pension scams

25% of pension transfer assessments in Q1 2023 raised red flag

clock 04 May 2023 • 4 min read
Clients should 'take advantage' of the removal of LTA

Your profession

Clients should 'take advantage' of the removal of LTA

Clients told to capitalise on abolition of lifetime allowance

clock 03 May 2023 • 2 min read
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