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News

Partners Wealth Management adds £855m in assets with Scottish advice firm buy

Companies

Partners Wealth Management adds £855m in assets with Scottish advice firm buy

7IM-owned wealth firm snaps up Johnston Carmicheal Wealth

clock 04 March 2025 • 2 min read
Providers must rethink digital strategies to better engage female clients

Technology

Providers must rethink digital strategies to better engage female clients

Research released ahead of International Women’s Day

clock 03 March 2025 • 3 min read
Close Brothers Asset Management sale to Oaktree completes

Companies

Close Brothers Asset Management sale to Oaktree completes

To trade as CBAM with name change expected 'in due course'

clock 03 March 2025 • 1 min read
Nexus IFA director Kerry Nelson charged over £2m alleged fraud

Regulation

Nexus IFA director Kerry Nelson charged over £2m alleged fraud

FCA also starts criminal proceedings against firm's business operations manager

clock 28 February 2025 • 1 min read
PFS adds two board members

People

PFS adds two board members

Including former WIFA Role Model of the Year Kate Gannon

clock 28 February 2025 • 2 min read
FCA urges principal firms to check PII cover

Regulation

FCA urges principal firms to check PII cover

Regulator finds 10% of sampled firms may not have adequate cover in place

clock 28 February 2025 • 1 min read
Consumer Duty champions officially axed

Regulation

Consumer Duty champions officially axed

No longer a requirement from today

clock 27 February 2025 • 2 min read
SJP CEO: Charging changes will make it harder for competitors to 'confuse' clients

Companies

SJP CEO: Charging changes will make it harder for competitors to 'confuse' clients

New charging model expected from early H2 2025

clock 27 February 2025 • 2 min read
FCA CEO: Tackling growth 'requires bold strokes – from all of us'

Regulation

FCA CEO: Tackling growth 'requires bold strokes – from all of us'

Regulator looks to 'end duplication'

clock 27 February 2025 • 2 min read
Brooks Macdonald profits up as MPS inflows rise 13%

Companies

Brooks Macdonald profits up as MPS inflows rise 13%

Brooks Macdonald financial advice deals detailed in half-year results

clock 27 February 2025 • 4 min read
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