Your profession

Martin Currie to be absorbed into ClearBridge Investments brand

Your profession

Martin Currie to be absorbed into ClearBridge Investments brand

Subject to regulatory approvals

clock 29 January 2025 • 1 min read
MKC Wealth CEO on growing consolidation and PE benefit

Companies

MKC Wealth CEO on growing consolidation and PE benefit

‘Consolidators will start buying consolidators’

clock 29 January 2025 • 2 min read
AJ Bell platform AUA hits £89.5bn as advised customers increase 8%

Your profession

AJ Bell platform AUA hits £89.5bn as advised customers increase 8%

Quarterly inflows of £1.4bn

clock 29 January 2025 • 1 min read
Iress launches two-way integration with CIExpert for advisers

Your profession

Iress launches two-way integration with CIExpert for advisers

Helping advisers meet Consumer Duty demands

clock 28 January 2025 • 2 min read
Standard Life CEO Andy Curran to retire

People

Standard Life CEO Andy Curran to retire

Leaves the provider after 35 years in retirement and savings sector

clock 28 January 2025 • 1 min read
Progeny makes leadership changes as Tom Wood becomes CEO

Your profession

Progeny makes leadership changes as Tom Wood becomes CEO

Founder Neil Moles moves into non-exec and president role

clock 28 January 2025 • 1 min read
Foresight Group acquires WHEB Asset Management

Companies

Foresight Group acquires WHEB Asset Management

Doubles AUM of capital management arm

clock 28 January 2025 • 1 min read
People Moves: Evelyn Partners hires Bahador Mahvelati as COO

People

People Moves: Evelyn Partners hires Bahador Mahvelati as COO

Joins Evelyn Partners from PwC UK

clock 28 January 2025 • 1 min read
Evelyn Partners sells ACD business to Thesis

Companies

Evelyn Partners sells ACD business to Thesis

Sold the business following strategic review

clock 27 January 2025 • 2 min read
Technology 'imperative' in the great wealth transfer pivot

Technology

Technology 'imperative' in the great wealth transfer pivot

‘It will help advisers become ready’

clock 27 January 2025 • 4 min read
Most read
01

Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read
02

'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
03

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Brooks Macdonald completes Lift buy

03 February 2025 • 2 min read