Shackleton Advisers (Shackleton) is to acquire Aberdein Considine Wealth, trading as AC Wealth, from its existing ...
Justin Onuekwusi has been appointed as CEO, investments, at St. James’s Place (SJP). Onuekwusi had been covering the role on ...
Clients are beginning to come to their adviser with generative artificial intelligence financial plans and are using the ...
At the Protection Distributors Group's (PDG) tenth anniversary, the Financial Conduct Authority's Ed Smith said the shock was not the protection gap. It was that so many people ha ...
The Chartered Institute for Securities & Investment (CISI) has awarded Manchester-based Smart Financial, Salisbury-based Grovely Financial and London-based Chancery Lane Income Planners with chartered ...
How much is the business worth? What multiple will a buyer pay? How can revenue and profits be increased? All important questions, but they only tell part of the story. In reality, some firms achieve ...
Exclusive: Advisers expect more than half (54%) of their clients to be impacted by pensions falling within the scope of ...
Jenna Brown talks to Alpha Beta Partners CEO and co-founder Geoff Brooks about the DFM’s journey to B Corp certification and ...
The Financial Conduct Authority is set to publish final rules on simplified advice by the end of the year and its model ...
The chair of the Advisers' Sustainability Group (ASG) has written to the Financial Conduct Authority to ascertain its views ...
After 14 years at the helm of Continuum, managing partner Martin Brown is stepping down, leaving the business he built in the ...
Festival of Financial Planning will take place on 18-19 November at NEC Birmingham, with a programme designed to educate and ...
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