With the dust settling on Budget Day, now is the perfect moment to revisit your clients’ financial plans. Tax changes – both ...
AJ Bell has appointed Charlie Musson as chief product officer, overseeing the development of its dual-channel platform ...
Independent wealth manager Saltus has appointed SS&C Technologies as its new integrated platform provider following a ...
Life at the academy can leave advisers with new friendships and professional connections that develop out of a shared ...
Chesnara has completed its £260m acquisition of HSBC Life (UK) Limited, marking the group’s largest transaction to date.
Good morning and welcome to your Morning Briefing for Monday 2 February 2026. To get this in your inbox every morning click ...
Schroders Group chief executive Richard Oldfield visited Beijing and Shanghai last week as part of a British business ...
Ascot Lloyd has completed its acquisition of Aberdeen Financial Planning, adding a further 6,000 clients and £3.6bn of assets under advice.
We’re continuing 2026 with a fresh batch of original reporting, reflective features and real voices from across the profession.
Financial advisers showed unprecedented interest in new technology in 2025, with traffic to adviser software reviews surging ...
Wren Sterling has completed the acquisition of Gloucester-based Brunsdon Financial, continuing its expansion strategy at the start of 2026. Brunsdon Wren Sterling has completed the acquisition of ...
The lack of focus from advice firms towards cybersecurity is "worrying", according to FTRC founder Ian McKenna.
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