Five Wealth co-founder and chairman, Phill Dewhurst, will be retiring from the Manchester-based independent wealth management ...
UK financial services M&A transactions rose by 25% in the first half of 2026, with the total disclosed value for deals ...
The forthcoming changes to Business Relief (BR) from April 2026 are prompting advisers to reassess how inheritance tax (IHT) ...
Justin Cash on why Rathbones’ recent regulatory and share price pain shows that M&A can be perilous ...
The Financial Conduct Authority's review into the long-term impact of artificial intelligence has suggested wealth managers ...
The Financial Conduct Authority’s Sacha Sadan has announced he has left his role as director of sustainable finance to become a senior adviser at the regulator. Posting on LinkedIn, Sadan said he will ...
With the acquisition of Benchmark, Söderberg & Partners will have approximately £140bn assets under advice, of which around ...
We are halfway through the year and Andrew Aldridge is already thinking about Christmas, read on to find out why… It may feel premature to mention Christmas while the summer is still in full swing.
If advisers no longer anchor their service proposition to annual reviews, will they struggle to justify their annual fees?
Dimensional Fund Advisors has launched a managed portfolio service (MPS) with 12 allocations across equity and fixed income.
Just as temperatures began to cool slightly from the heatwave, this week the advice profession saw more activity from the regulator, with yet more consultations and updates to digest.
Technology platform Afternoon aims to improve data integration and quality for financial advisers in a profession where “it sits all over the place”, the firm tells Professional Adviser.
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