News

Companies

Quilter to cut restricted advisers; Pre-tax profits down 8% during 'demanding year'

'Small number' to exit in 2021

clock 10 March 2021 • 3 min read

Platforms

SLA sells Parmenion to private equity firm Preservation Capital Partners for £102m

£8bn AUA

clock 09 March 2021 • 3 min read

Estate planning

Stephen McPhillips: Is Benjamin Franklin still on the money?

Stephen McPhillips bases his latest RP article on Benjamin Franklin's famous "death and taxes" phrase. But is he still on the money?

clock 09 March 2021 • 4 min read

Your profession

John Glen MP: Consumers trust advisers more because they pay levy for failed firms

PIMFA Virtual Fest V2 2021

clock 09 March 2021 • 2 min read

Featured

James Hay sells SSAS book to Westbridge

James Hay has sold its closed book of small self-administered schemes (SSAS) to Westbridge SSAS for an undisclosed sum.

clock 09 March 2021 • 1 min read

Pensions

James Hay offloads SSAS book to Westbridge

Focus on platform

clock 09 March 2021 • 1 min read

Featured

George Stainton: Pension transfers and overseas clients

George Stainton examines the complex factors that affect pension transfers, especially for clients looking to move abroad

clock 09 March 2021 • 6 min read

Investment

iM Global Partner to build wealth management credentials with US boutique acquisition

Brings AUM above $24bn

clock 09 March 2021 • 2 min read

Your profession

Truinvest acquires NLP Financial Management and Birchwood Investment Management

Undisclosed fees

clock 09 March 2021 • 1 min read

Your profession

Financial planner launches money course for millennials

Five step video tutorial

clock 08 March 2021 • 1 min read