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News

TPR cross-sector working group initiative to 'bring pensions into the digital age'

Pensions

TPR cross-sector working group initiative to 'bring pensions into the digital age'

Regulator intends it to be a ‘pivotal force’ in shaping the future of pensions

clock 02 July 2025 • 3 min read
ValidPath launches client buyout programme for retiring IFAs

Companies

ValidPath launches client buyout programme for retiring IFAs

Designed to help with a ‘comprehensive succession and acquisition solution’

clock 02 July 2025 • 4 min read
Evelyn Partners completes sale of fund solutions business

Companies

Evelyn Partners completes sale of fund solutions business

75 staff to move over to Thesis

clock 01 July 2025 • 1 min read
Stock pickers call for caution over rapid return to US equities

Investment

Stock pickers call for caution over rapid return to US equities

Quilter's WealthSelect boosts fixed income and reduces equity exposure

clock 01 July 2025 • 1 min read
BNP Paribas Cardif completes AXA IM takeover

Europe

BNP Paribas Cardif completes AXA IM takeover

Deal touted since August 2024

clock 01 July 2025 • 1 min read
Brooks Macdonald launches financial planning brand Brooks Financial

Your Business

Brooks Macdonald launches financial planning brand Brooks Financial

Follows Lift, Lucas Fettes and CST acquisitions

clock 01 July 2025 • 2 min read
Reeves set to slash £20,000 Cash ISA allowance – reports

ISAs

Reeves set to slash £20,000 Cash ISA allowance – reports

Announcement to be part of chancellor’s July Mansion House speech

clock 01 July 2025 • 2 min read
Aveni forms AI advisory board with wealth management leaders

Your profession

Aveni forms AI advisory board with wealth management leaders

Senior execs from Aviva’s Succession Wealth, Schroders Personal Wealth, 7IM and Rathbones join forum

clock 01 July 2025 • 2 min read
Fairstone CEO Lee Hartley to become deputy chair

People

Fairstone CEO Lee Hartley to become deputy chair

Successor has been appointed and will be announced in September

clock 01 July 2025 • 2 min read
Targeted Support: One-off firm costs could approach £69m

Regulation

Targeted Support: One-off firm costs could approach £69m

One firm estimated IT costs of £1m a year alone

clock 01 July 2025 • 3 min read
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