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Companies

Edinburgh advice firms join forces in strategic merger

Companies

Edinburgh advice firms join forces in strategic merger

The merged firm will operate under the Calton Wealth brand

clock 10 July 2023 • 1 min read
Schroders' Benchmark Capital takes stake in Oculus Wealth Management

Companies

Schroders' Benchmark Capital takes stake in Oculus Wealth Management

The deal for the 51% shareholding was announced yesterday

clock 13 December 2022 • 1 min read
Evelyn Partners unveils 'ambitious' growth plans with new Glasgow office

Companies

Evelyn Partners unveils 'ambitious' growth plans with new Glasgow office

About 350 staff are set to move from two existing office locations

clock 21 September 2022 • 1 min read
Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

Industry

Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

AuM rises 9.2% to £56bn up to September

clock 01 November 2021 • 1 min read
Suspicious activity reports by staff at financial firms exceeded one million during 2019-20

Industry

Suspicious activity reports by staff at financial firms exceeded one million during 2019-20

FCA data

clock 01 November 2021 • 2 min read
T. Rowe Price acquires Oak Hill Advisors

Companies

T. Rowe Price acquires Oak Hill Advisors

OHA will operate as a standalone business within T. Rowe Price

clock 28 October 2021 • 2 min read

Companies

M&S Bank to launch mortgage range

Planned for early next year

clock 20 October 2017 • 1 min read

Distributors

A Nightmare on Broker Street

FREDDY!

clock 18 April 2012 •

Companies

Virgin Money: The birth of a mortgage lender

The Virgin Money buy-out brings with it both good and bad news, but it is the latter - the £653m loss to taxpayers - that will make all the headlines.

clock 17 November 2011 •

Companies

Why paying brokers is still the most efficient route to market

Saffron Building Society's John Eastgate on why direct channels still cannot compete with intermediaries

clock 12 October 2011 •
123
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'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

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
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