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News

Scandi advice giant with £60bn in client assets enters UK market   

Your Business

Scandi advice giant with £60bn in client assets enters UK market   

Söderberg & Partners appoints former Novia executives to lead UK operations

clock 14 February 2023 • 2 min read
Kingswood introduces AIM portfolio with inheritance tax element

Tax planning

Kingswood introduces AIM portfolio with inheritance tax element

Follows client demand for more inheritance tax services

clock 14 February 2023 • 1 min read
Wren Sterling finalises acquisition of advice firm in Warwickshire

Your Business

Wren Sterling finalises acquisition of advice firm in Warwickshire

Deal first announced in October adds £250m to national IFA’s books

clock 14 February 2023 • 1 min read
Lacklustre 2022 for platforms sees 'boom to gloom' 8% asset slide

Platforms

Lacklustre 2022 for platforms sees 'boom to gloom' 8% asset slide

Fundscape’s latest analysis for the last 12 months in platforms

clock 13 February 2023 • 1 min read
H&F Financial declared in default over three pension transfer claims

Regulation

H&F Financial declared in default over three pension transfer claims

Financial Services Compensation Scheme continues its clamp down

clock 13 February 2023 • 1 min read
FCA releases further proposals for sustainability reform

Investment

FCA releases further proposals for sustainability reform

Follows calls for the FCA to participate in the sustainable agenda

clock 13 February 2023 • 2 min read
Restricted firm says model 'reduces friction' in advice giving process

Technology

Restricted firm says model 'reduces friction' in advice giving process

Bristol firm says efficiencies ‘outweigh benefits of being independent’

clock 13 February 2023 • 2 min read
Compliance specialist warns firms not to ignore FCA priorities  

Regulation

Compliance specialist warns firms not to ignore FCA priorities  

Non-compliance to Consumer Duty is ‘not an option’ for advice businesses

clock 10 February 2023 • 2 min read
Ex-Quilter advisers link firm's pay to client feedback

Your profession

Ex-Quilter advisers link firm's pay to client feedback

Ex-Quilter directors Dominic Rose and Nigel Speirs run MKC Wealth

clock 10 February 2023 • 2 min read
DWP considers proposals for gender pensions gap reporting

Pensions

DWP considers proposals for gender pensions gap reporting

Government seeks to develop metrics to assess progress to tackle gender pensions gap

clock 10 February 2023 • 2 min read
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