News

Fairstone expands Scottish footprint with 336 Financial Management deal

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Fairstone expands Scottish footprint with 336 Financial Management deal

Marking its 29th acquisition in two years

clock 05 February 2025 • 1 min read
AI-driven financial advice could bridge generational trust gap

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AI-driven financial advice could bridge generational trust gap

Advisers risk losing out on £50bn if they fail to adapt to younger clients’ preference for AI

clock 05 February 2025 • 2 min read
Wellington Management bolsters UK wealth market reach with revamp of four funds

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Wellington Management bolsters UK wealth market reach with revamp of four funds

Total AUM of $7.3bn

clock 05 February 2025 • 1 min read
Women put children first when thinking about wealth planning

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Women put children first when thinking about wealth planning

In contrast to men who are more likely to prioritise their spouse

clock 05 February 2025 • 2 min read
Acquisitions rise in 2024 as 'smaller IFA firms exit market'

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Acquisitions rise in 2024 as 'smaller IFA firms exit market'

A growing trend of consolidation within the sector

clock 04 February 2025 • 1 min read
Transact to streamline adviser fee reconciliation with CURO integration

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Transact to streamline adviser fee reconciliation with CURO integration

New API connection to reduce manual admin for financial advisers

clock 04 February 2025 • 1 min read
FOS upholds complaint against Options Pensions over SIPP due diligence failure

Pensions

FOS upholds complaint against Options Pensions over SIPP due diligence failure

Investment in unregulated Spanish business

clock 04 February 2025 • 2 min read
Saba Capital defeated at Baillie Gifford US Growth and Keystone meetings

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Saba Capital defeated at Baillie Gifford US Growth and Keystone meetings

USA and KPC meetings

clock 03 February 2025 • 3 min read
Advisers face growing pressure to justify platform switches - The Lang Cat

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Advisers face growing pressure to justify platform switches - The Lang Cat

Analyser update to support evidencing platform switches

clock 03 February 2025 • 1 min read
Financial advisers neglecting cybersecurity at their own risk

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Financial advisers neglecting cybersecurity at their own risk

Former Progeny CTO warns cyberattacks increasing while advice firms remain complacent

clock 03 February 2025 • 2 min read