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Companies

FCA warns of Rosemount clone

Companies

FCA warns of Rosemount clone

Fraudsters targeting individuals, FCA states

clock 11 November 2024 • 1 min read
Titan Wealth wins confidential information and harassment case against ex-employee

Companies

Titan Wealth wins confidential information and harassment case against ex-employee

Former staff member circulated confidential documents and offensive messages, judge finds

clock 07 November 2024 • 5 min read
NextGen Planners receives minority investment from entrepreneur James Ashford

Companies

NextGen Planners receives minority investment from entrepreneur James Ashford

Ashford takes 10% equity stake

clock 07 November 2024 • 2 min read
ASH Group sells national advice business Lync Wealth Management

Companies

ASH Group sells national advice business Lync Wealth Management

Lync has bought seven firms that manage a total of £500m

clock 06 November 2024 • 1 min read
One Four Nine Group makes first advice firm buy of 2024

Companies

One Four Nine Group makes first advice firm buy of 2024

National IFA has snapped up Nottingham-based Castlegate Capital

clock 06 November 2024 • 2 min read
Perspective hits 100th acquisition with latest clutch of deals

Companies

Perspective hits 100th acquisition with latest clutch of deals

Confirmed completion of nine further IFA businesses

clock 05 November 2024 • 1 min read
Wealth firm declared in default by FSCS over pensions advice

Companies

Wealth firm declared in default by FSCS over pensions advice

One complaint upheld against Intelligent Wealth Management Partnership

clock 01 November 2024 • 1 min read
Foster Denovo snaps up Leicestershire-based advice firm

Companies

Foster Denovo snaps up Leicestershire-based advice firm

80Twenty brings in more than half a billion of funds under management

clock 29 October 2024 • 2 min read
Hargreaves Lansdown flows slow following PE takeover deal

Companies

Hargreaves Lansdown flows slow following PE takeover deal

CEO says firm is ‘particularly mindful’ of upcoming Budget

clock 29 October 2024 • 2 min read
Rosemount adds eight advice firms in a quarter

Companies

Rosemount adds eight advice firms in a quarter

CEO argues advisers often ‘feel overlooked and treated as a number’ in other networks

clock 29 October 2024 • 2 min read
567
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04 February 2025 • 5 min read
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Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
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FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
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