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News

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
PA360: Consumer Duty a clear push on advisers to consider protection

Protection

PA360: Consumer Duty a clear push on advisers to consider protection

Specialists speak on the importance of protection at PA’s flagship conference

clock 03 May 2023 • 1 min read
Government set to ban cold calls on all financial products

Regulation

Government set to ban cold calls on all financial products

The proposal is part of the prime minister’s new strategy to tackle fraud

clock 03 May 2023 • 2 min read
Fewer than half of HNW individuals invest in ESG over return concerns

Green

Fewer than half of HNW individuals invest in ESG over return concerns

Cynicism also holding back the high net worth from pushing money into ESG

clock 03 May 2023 • 1 min read
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