Companies

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

Companies

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

WIFA winner launched advice firm FSWM in February last year

clock 04 February 2025 • 4 min read
Titan Wealth eyes Norwich-based IFA Finance Shop

Companies

Titan Wealth eyes Norwich-based IFA Finance Shop

Looking to snap up and merge firm as part of its ‘project Canaries’

clock 31 January 2025 • 2 min read
Acquisition analysis: The top five biggest M&A deals in 2024 by AUM

Companies

Acquisition analysis: The top five biggest M&A deals in 2024 by AUM

Nucleus’ buy of Third Financial tops the table

clock 30 January 2025 • 4 min read
St James's Place 'on track' with charging structure overhaul

Companies

St James's Place 'on track' with charging structure overhaul

Delivery by second half of 2025

clock 30 January 2025 • 2 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
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
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
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
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
Abrdn back in the black as it posts net inflows in 2024

Companies

Abrdn back in the black as it posts net inflows in 2024

Abrdn CEO Jason Windsor defends company name

clock 21 January 2025 • 1 min read
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Investment trusts: What the Saba saga means for advisers

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Financial advisers neglecting cybersecurity at their own risk

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