Brooks Macdonald’s funds under management and advice (FUMA) totalled £19.9bn in Q3, down from £20.1bn in the previous quarter ...
This is an exciting time for IFAs, who have put client growth firmly on the agenda over the next 12 months. Research we ...
P1 Investment Services (P1) has rolled out multiple platform enhancements, including a fresh interface, for the financial ...
Defaqto has added ‘star’ transfer membership and accreditation ratings to its platform dataset to give advisers new ...
Standard Life has acquired Aegon UK for £2bn in a deal which will create the UK’s largest savings and income business with ...
Aberdeen Adviser is to streamline its operating model to enhance client service, with responsibility for its Wrap client ...
This April marks 20 years since A-day and the introduction of pensions simplification. At the time, this was big news. The ...
As adoption accelerates, insurers are discovering that generic artificial intelligence (AI) tools can carry hidden costs, ...
The majority of advisers already have a formal centralised retirement proposition (CRP) but without the label, research has ...
The 2026 Women in Financial Advice Awards nomination deadline is fast-approaching, with 8 May the cut-off point to highlight ...
A third of advisers have lost substantial assets due to generation attrition, according to research from Natixis Investment ...
Chartered financial planning and investment management firm One Four Nine Group has acquired York-based Mowatt Financial ...
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