Your profession

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
Israel-Gaza ceasefire: Implications for UK investors and financial advisers

Your profession

Israel-Gaza ceasefire: Implications for UK investors and financial advisers

Sahar Nazir explores how geopolitical tensions and resolutions impact UK investors

clock 27 January 2025 • 4 min read
CII corporate chartered status overhaul to proceed this quarter

Your profession

CII corporate chartered status overhaul to proceed this quarter

Pilot expected later this year

clock 24 January 2025 • 2 min read
M&A support service targets wealth management sector

Your profession

M&A support service targets wealth management sector

The Flower Group to cut acquisition timelines by six weeks

clock 24 January 2025 • 1 min read
Titan Wealth snaps up £525m AUM advice firm Advisa Wealth

Companies

Titan Wealth snaps up £525m AUM advice firm Advisa Wealth

Advisa is based in Jersey

clock 24 January 2025 • 1 min read
Chancellor to amend non-dom tax crackdown plans

Your profession

Chancellor to amend non-dom tax crackdown plans

Labour promised to remove non-dom status in election manifesto

clock 24 January 2025 • 2 min read
How paraplanners can stand out in today's job market

People

How paraplanners can stand out in today's job market

Plus, top tips for those looking to move into an adviser role

clock 24 January 2025 • 3 min read
FOS tells Pi Financial to account for fee it 'took unfairly' from SIPP client

Companies

FOS tells Pi Financial to account for fee it 'took unfairly' from SIPP client

Advice business has had 124 cases upheld by the FOS

clock 23 January 2025 • 5 min read
DB transfer values drop to lowest month-end since 2018

Your profession

DB transfer values drop to lowest month-end since 2018

XPS' Transfer Value Index saw ‘significant decline’ in final quarter of 2024

clock 23 January 2025 • 2 min read
Most read
01

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

04 February 2025 • 4 min read
02

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
03

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

03 February 2025 • 1 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read