News

Investment

Traditional active managers turn activist in 2019

37% of the demands have been successful

clock 06 January 2020 • 1 min read

Retirement

Defaqto publishes pension freedoms and risk guide

In conjunction with Canada Life

clock 06 January 2020 • 1 min read

Your profession

Tenet Group acquires two Bromley IFAs

New South East hub

clock 06 January 2020 • 1 min read

Your profession

2019: The good, the bad and the ugly

Feelin' lucky, punk?

clock 06 January 2020 • 4 min read

Regulation

Birmingham adviser firm goes into default following store pods SIPP advice

Entered administration 30 December

clock 06 January 2020 • 1 min read

Your profession

Mattioli Woods on the look out for more advice and pension firm acquisitions

Financial advice firm and wealth manager Mattioli Woods has sought to begin 2020 on the front foot by stating it is on the look out for more acquisitions.

clock 06 January 2020 • 1 min read

Your profession

Three things your clients may call you about this week …

Mini-bond advertisements, investing for the planet and writing one's will - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …

clock 06 January 2020 • 2 min read

Your profession

Financial planner launches Facebook group for women in financial services

'Safe space'

clock 03 January 2020 • 1 min read

Your profession

Pension transfers considered among 2020's biggest opportunities by advisers

Client recommendations biggest opportunity

clock 03 January 2020 • 2 min read

Regulation

Quilter to compensate Caerus client over advice to invest in unquoted property shares

Appointed Representative of firm Quilter since acquired

clock 03 January 2020 • 3 min read