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News

Wren Sterling bolsters client assets by £270m in latest acquisition

Your Business

Wren Sterling bolsters client assets by £270m in latest acquisition

National IFA buys Knutsford-based firm Morfitt & Turnbull

clock 08 December 2022 • 1 min read
BlackRock CEO Larry Fink faces calls to resign over ESG 'hypocrisy'

Investment

BlackRock CEO Larry Fink faces calls to resign over ESG 'hypocrisy'

Activist investor calls for CEO exit over approach to ESG

clock 08 December 2022 • 2 min read
Man jailed for £600,00 fraudulent life insurance claims

Protection

Man jailed for £600,00 fraudulent life insurance claims

Sentenced to three years imprisonment over life insurance claims

clock 08 December 2022 • 2 min read
Defaqto to add cashflow modelling to 'Engage' adviser tool in 2023

Technology

Defaqto to add cashflow modelling to 'Engage' adviser tool in 2023

Firm aims for ‘fully integrated financial planning’ offering from next year

clock 07 December 2022 • 1 min read
D&I: Why advisers 'must acknowledge their own privilege'

Your profession

D&I: Why advisers 'must acknowledge their own privilege'

Why conscious inclusion is important in the advice arena

clock 07 December 2022 • 1 min read
Nucleus donates £750,000 as it launches charitable foundation

Your profession

Nucleus donates £750,000 as it launches charitable foundation

Eight employee trustees to oversee Nucleus Foundation

clock 07 December 2022 • 2 min read
FCA and TPR update joint retirement income regulation strategy

Regulation

FCA and TPR update joint retirement income regulation strategy

High-level update to the 2018 pensions joint regulatory strategy

clock 07 December 2022 • 2 min read
Over 170 Chartered planners graduate in latest PFS ceremony

Your profession

Over 170 Chartered planners graduate in latest PFS ceremony

First graduation held by the Personal Finance Society since 2019

clock 07 December 2022 • 1 min read
Fairstone brings in £170m in FUM with latest acquisition

Adviser tips

Fairstone brings in £170m in FUM with latest acquisition

Complete Financial Planning used the consolidator’s DBO acquisition model

clock 07 December 2022 • 2 min read
DFM newcomers secure 'impressive' growth over established players

Managed solutions

DFM newcomers secure 'impressive' growth over established players

MPS market sees ‘David and Goliath’ trend in 2022

clock 07 December 2022 • 2 min read
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