News

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
Schroders becomes first to adopt all four SDR labels

Regulation

Schroders becomes first to adopt all four SDR labels

Includes 'Sustainability Mixed Goals' label

clock 27 January 2025 • 1 min read
RGL adds further 1,500 Woodford investors to lawsuit against Hargreaves Lansdown

Investment

RGL adds further 1,500 Woodford investors to lawsuit against Hargreaves Lansdown

Total of approximately 6,600 claimants

clock 27 January 2025 • 2 min read
FCA and lawyers settle illegal care home investment scheme lawsuit

Regulation

FCA and lawyers settle illegal care home investment scheme lawsuit

Scheme saw £57m taken from 380 investors

clock 27 January 2025 • 3 min read
Fewer than one quarter of advisers' clients are under 45

Your Business

Fewer than one quarter of advisers' clients are under 45

Most fall within the 46-60 age bracket

clock 27 January 2025 • 2 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
All the advice firm acquisitions that have taken place in 2025

Your Business

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

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
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