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News

Quilter CEO: 'It's really tough to be a platform'

Your profession

Quilter CEO: 'It's really tough to be a platform'

‘We can’t build a platform that is for every single adviser’

clock 10 February 2025 • 1 min read
Five-fold surge in advisers buying gilts for clients in 2024

Economics / Markets

Five-fold surge in advisers buying gilts for clients in 2024

AJ Bell finds 436% increase in gilt purchases on its Investcentre

clock 10 February 2025 • 1 min read
M&A process a 'disturbing event' for IFAs

Your profession

M&A process a 'disturbing event' for IFAs

‘Acquisitions have emotional toll on everyone involved'

clock 10 February 2025 • 6 min read
Verso Group acquires WH Ireland's Henley-based wealth team

Your profession

Verso Group acquires WH Ireland's Henley-based wealth team

Acquisition supports Verso’s push toward £5bn in assets under management by 2027

clock 10 February 2025 • 1 min read
Shackleton acquires Norfolk-based Harrold Financial Planning

Your profession

Shackleton acquires Norfolk-based Harrold Financial Planning

The London-based firm adds £300m in AUM as part of its 16th deal since Sovereign investment

clock 10 February 2025 • 1 min read
FCA withdraws nearly 20,000 misleading financial ads in 2024

Regulation

FCA withdraws nearly 20,000 misleading financial ads in 2024

Nearly double the amount in 2023

clock 07 February 2025 • 1 min read
FOS to apply CMCs complaint fee from April

Companies

FOS to apply CMCs complaint fee from April

Charge of £250 will be applied to ‘make funding arrangements fairer’

clock 07 February 2025 • 4 min read
AI due diligence 'essential' for advisers

Technology

AI due diligence 'essential' for advisers

Adviser Software calls on firms to evaluate potential risks of using DeepSeek

clock 07 February 2025 • 2 min read
FOS CEO Abby Thomas steps down

People

FOS CEO Abby Thomas steps down

James Dipple-Johnstone and Jenny Simmonds will cover

clock 07 February 2025 • 1 min read
Financial planning shifts from 'sales-based to experience-based' industry

Your profession

Financial planning shifts from 'sales-based to experience-based' industry

Sector shifts towards inclusivity and client experience

clock 07 February 2025 • 2 min read
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