Professional Adviser

Rathbones' FCA woes prove the perils of M&A integration

Companies

Justin Cash

06 July 2026 • 4 min read

Tax planning

Business Relief after April 2026: Why advisers are reassessing AIM

'This does not signal the end of AIM within estate planning'

Nick Jones

06 July 2026 • 5 min read

People

People Moves: HSBC appoints wealth platforms head

Nick Elias takes on new role

Professional Adviser

06 July 2026 • 1 min read

Your profession

Will advisers have to reposition annual reviews as a premium service to justify their fees?

'Advisers must be honest about which parts of the client book remain sustainable'

Mark Glover

06 July 2026 • 5 min read

Your Business

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In-depth

Rathbones' FCA woes prove the perils of M&A integration

Business Relief after April 2026: Why advisers are reassessing AIM

People Moves: HSBC appoints wealth platforms head

Will advisers have to reposition annual reviews as a premium service to justify their fees?

FCA review predicts AI will reshape investment management through 'agentic finance'

FCA's Sacha Sadan leaves sustainable finance role to take up senior adviser position

Söderberg & Partners buys Benchmark

Andrew Aldridge: Happy Christmas. Too early?

Dimensional launches 'complete solution' MPS

News editor's view: FCA continues to bring the heat

'It sits all over the place': The tech platform tackling the advice data issue

Wesleyan launches two with profits funds for advisers

MKC Invest backs robotics as physical AI takes off

The three AI trends moving client value from portfolio to relationship in wealth management

UK financial services M&A outpaces global deals in H1 as value surges eightfold

Will advisers have to reposition annual reviews as a premium service to justify their fees?

MKC Invest backs robotics as physical AI takes off

Feel Good Friday: Free paraplanning mentoring initiative expands

Wesleyan launches two with profits funds for advisers

Not just a people problem: Why adviser and paraplanner friction is a structural issue

Technology

Aberdeen Adviser pilots Woven Advice to simplify switching and transfers

IFA Pension Pulse secures PE investment

Intelliflo adds agentic AI to platform as profession reaches 'inflection point'

Rosemount financial promotions tool built to get ahead of 'AI-generated nonsense'

Regulation

News editor's view: FCA continues to bring the heat

FCA establishes rules and standards for crypto in the UK

FCA eyes simplifying rules for advised sales of insurance products

FCA moves to remove 'co-manufacturing' label in latest consultation

Tax

Incoming IHT on pensions drives gifting surge

Treasury confirms 22% stocks and shares ISA cash interest charge

May CGT receipts bring in £64m less than last year

Tax a 'significant issue' for clients but capital loss tops concerns

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Professional Adviser

Aberdeen Adviser pilots Woven Advice to simplify switching and transfers

IFA Pension Pulse secures PE investment

Intelliflo adds agentic AI to platform as profession reaches 'inflection point'

Rosemount financial promotions tool built to get ahead of 'AI-generated nonsense'

News editor's view: FCA continues to bring the heat

FCA establishes rules and standards for crypto in the UK

FCA eyes simplifying rules for advised sales of insurance products

FCA moves to remove 'co-manufacturing' label in latest consultation

Incoming IHT on pensions drives gifting surge

Treasury confirms 22% stocks and shares ISA cash interest charge

May CGT receipts bring in £64m less than last year

Tax a 'significant issue' for clients but capital loss tops concerns