Advisory

M&G partners with Moneyfarm in D2C launch

Wealth Management

M&G partners with Moneyfarm in D2C launch

Multi-asset model portfolios

clock 26 January 2022 • 2 min read
Quilter results: Quilter Cheviot improves while Quilter Investors struggles

Companies

Quilter results: Quilter Cheviot improves while Quilter Investors struggles

AuMA of £111.8bn

clock 26 January 2022 • 2 min read
Bestinvest relaunches with aim to 'reinvent online investing'

Wealth Management

Bestinvest relaunches with aim to 'reinvent online investing'

Will include sophisticated functionality

clock 25 January 2022 • 3 min read
Exploring the growth of the discretionary fund manager sector

Wealth Management

Exploring the growth of the discretionary fund manager sector

Fastest-growing area of wealth management

clock 18 January 2022 • 4 min read
Kingswood acquires £1.4bn AUA North Yorkshire firm

UK

Kingswood acquires £1.4bn AUA North Yorkshire firm

£16m deal

clock 23 November 2021 • 2 min read
Brooks Macdonald FUM boosted by discretionary offering

Wealth Management

Brooks Macdonald FUM boosted by discretionary offering

2.2% increase in FUM

clock 14 October 2021 • 1 min read

Advisory

FCA sets out proposals to stop 'particularly egregious' CMC phoenixing

Proposals published today

clock 17 May 2021 • 6 min read

Platforms

AJ Bell acquires platform phone app developer Adalpha

Developing app for advisers

clock 19 March 2021 • 2 min read

Advisory

Adviser receives online abuse and death threats after launching anti-crypto petition

Fake reviews also posted

clock 20 January 2021 • 2 min read

Regulation

FCA fines financial planning firm £107k for unsuitable pension transfer advice

£2.6m in redress paid

clock 10 December 2020 • 2 min read
Most read
01

Four Graphs explaining India

12 February 2024 • 4 min read
02

Tritax Big Box agrees takeover of UK Commercial Property to create £4bn REIT

12 February 2024 • 2 min read
03

Shawbrook Bank owners consider London IPO - reports

12 February 2024 • 1 min read
04

Hipgnosis Songs independent valuer Citrin Cooperman resigns after portfolio valuation row

12 February 2024 • 2 min read
05

Evelyn Partners hires investment manager from Quilter Cheviot in regional push

12 February 2024 • 1 min read
Trustpilot