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Companies

St James's Place shares down amid AR exits

Companies

St James's Place shares down amid AR exits

At least one large firm heads to Söderberg with a second rumoured to follow

clock 17 July 2026 • 2 min read
Evelyn Partners CEO and financial planning boss join Natwest executive committee

Companies

Evelyn Partners CEO and financial planning boss join Natwest executive committee

Christopher Kenny and Emma Sterland made MDs

clock 16 July 2026 • 1 min read
Fairstone makes double IFA acquisition

Companies

Fairstone makes double IFA acquisition

Snaps up Grainger Financial Planning and Riverstone Wealth Management

clock 16 July 2026 • 2 min read
Finli buys seven advice firms in Q2 adding £269m in AUM

Companies

Finli buys seven advice firms in Q2 adding £269m in AUM

Completed 13 acquisitions in first half of 2026

clock 16 July 2026 • 1 min read
Schroders overhauls wealth management leadership team

Companies

Schroders overhauls wealth management leadership team

Evolving with client needs

clock 14 July 2026 • 1 min read
FSCS declares pensions and investment advice firm failed

Companies

FSCS declares pensions and investment advice firm failed

Suber PCS faces 25 claims

clock 13 July 2026 • 1 min read
Quilter partners with Plain Numbers as part of vulnerability work

Companies

Quilter partners with Plain Numbers as part of vulnerability work

One year partnership

clock 13 July 2026 • 2 min read
FCA narrows gender and disability pay gaps but ethnicity gap remains stubborn

Companies

FCA narrows gender and disability pay gaps but ethnicity gap remains stubborn

Median ethnicity pay gap widens from 9.1% to 9.3%

clock 10 July 2026 • 3 min read
Aviva partners with Ortec Finance to enhance financial planning proposition

Companies

Aviva partners with Ortec Finance to enhance financial planning proposition

Partnership aims to close advice gap

clock 09 July 2026 • 2 min read
Brooks Macdonald sees flows swing to positive territory

Companies

Brooks Macdonald sees flows swing to positive territory

£21.7bn FUMA and firm announces it will no longer charge fees on cash

clock 09 July 2026 • 1 min read
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