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News

Goals and knowledge key drivers influencing trust in advisers

Adviser tips

Goals and knowledge key drivers influencing trust in advisers

Research findings consider what drives a client to trust their adviser

clock 04 July 2023 • 2 min read
Corbel Partners buys four firms as buyout proposition launches

Your profession

Corbel Partners buys four firms as buyout proposition launches

The firm has two further acquisitions planned for this year

clock 04 July 2023 • 1 min read
One Four Nine replaces CEO as backers commit more funding

Your profession

One Four Nine replaces CEO as backers commit more funding

Head of wealth Zane Hunter also exits consolidator

clock 04 July 2023 • 2 min read
Advisers warned not to be 'Consumer Duty zombies'

Consumer Duty

Advisers warned not to be 'Consumer Duty zombies'

PIMFA calls on advice firms to access Consumer Duty resources

clock 04 July 2023 • 1 min read
M&G hires ex-Abrdn and Brooks Macdonald exec as wealth CEO

Your profession

M&G hires ex-Abrdn and Brooks Macdonald exec as wealth CEO

Caroline Connellan joins M&G Wealth

clock 04 July 2023 • 2 min read
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
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