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Companies

Big interview: True Potential Wealth Management CEO Stuart Dodson

Companies

Big interview: True Potential Wealth Management CEO Stuart Dodson

Firm has made ‘very good progress’ with redress programme

clock 23 June 2026 • 7 min read
West Country firms achieve CISI chartered status

Companies

West Country firms achieve CISI chartered status

Dean Stevens WM and William Highbourne WM

clock 19 June 2026 • 2 min read
Charles Stanley to drop 200-year-old name in Raymond James rebrand

Companies

Charles Stanley to drop 200-year-old name in Raymond James rebrand

Follows 2022 acqusition

clock 18 June 2026 • 2 min read
Director payment dispute keeps adviser Jones Hill liquidation open after three years

Companies

Director payment dispute keeps adviser Jones Hill liquidation open after three years

Former advice business entered liquidation in 2023

clock 17 June 2026 • 3 min read
Rathbones chair and CEO increase holdings

Companies

Rathbones chair and CEO increase holdings

Group launches £20m share buyback programme

clock 17 June 2026 • 1 min read
Frenkel Topping reports growth, outlines cyber incident impact ahead of £65.8m sale

Companies

Frenkel Topping reports growth, outlines cyber incident impact ahead of £65.8m sale

Deal court hearing set for July following FCA approval

clock 17 June 2026 • 2 min read
Nine Edge Wealth opens London office

Companies

Nine Edge Wealth opens London office

Located on Bloomsbury Way

clock 16 June 2026 • 2 min read
Advisers' continued shift towards MPS sees Tatton AM hit £24.2bn in AUM/I

Companies

Advisers' continued shift towards MPS sees Tatton AM hit £24.2bn in AUM/I

May hit £30bn target early as adviser numbers grow

clock 16 June 2026 • 3 min read
Justin Cash: SJP faces an uncertain future

Companies

Justin Cash: SJP faces an uncertain future

‘The stakes are high’

clock 16 June 2026 • 5 min read
Investment platform and ISA manager declared failed by FSCS

Companies

Investment platform and ISA manager declared failed by FSCS

Business Agent, trading as NextCrowd and NextFin

clock 15 June 2026 • 2 min read
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