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News

Fidelius unveils rebrand and expansion plans following Sӧderberg & Partners backing

Companies

Fidelius unveils rebrand and expansion plans following Sӧderberg & Partners backing

Plans to double AUM by 2029

clock 17 February 2025 • 2 min read
Abrdn Adviser makes trio of price reductions on Wrap platform

Wrap/platforms

Abrdn Adviser makes trio of price reductions on Wrap platform

Moving towards a ‘more simplified charging structure’

clock 17 February 2025 • 2 min read
FCA delays portfolio management SDR implementation

Your profession

FCA delays portfolio management SDR implementation

'We no longer intend to publish a policy statement in Q2 2025'

clock 17 February 2025 • 1 min read
FCA takes more time to review 'polluter pays' redress feedback

Regulation

FCA takes more time to review 'polluter pays' redress feedback

Intends to publish response later this year

clock 17 February 2025 • 3 min read
Saltus buys Lowes Financial Management

Your Business

Saltus buys Lowes Financial Management

‘Greater negotiation clout’ and tech investment cited as deal drivers

clock 17 February 2025 • 2 min read
Nucleus updates platform to support advisers with pension calculations

Platforms

Nucleus updates platform to support advisers with pension calculations

Aims to help advisers keep up to date with complex changes

clock 14 February 2025 • 2 min read
First-time buyers priced out of using LISA in 62 regions by 2029

ISAs

First-time buyers priced out of using LISA in 62 regions by 2029

Based on AJ Bell analysis

clock 14 February 2025 • 3 min read
Wealth management firm Nova Wealth gains B Corp status

Companies

Wealth management firm Nova Wealth gains B Corp status

Recognises that ‘talent comes from all backgrounds’

clock 13 February 2025 • 2 min read
Saba's Boaz Weinstein requests meeting with Baroness Altmann to discuss UK trusts

Investment Trusts

Saba's Boaz Weinstein requests meeting with Baroness Altmann to discuss UK trusts

Boaz Weinstein wants to meet Baroness Altmann

clock 13 February 2025 • 2 min read
Hampshire IFA charged by FCA over £2.3m fraud

Regulation

Hampshire IFA charged by FCA over £2.3m fraud

Lisa Campbell charged with multiple criminal offences

clock 13 February 2025 • 1 min read
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