Your profession

Popularity of SDR 'Sustainability Focus' grows as two Aegon AM funds adopt label

Your profession

Popularity of SDR 'Sustainability Focus' grows as two Aegon AM funds adopt label

By end of March 2025

clock 09 January 2025 • 2 min read
Average DB transfer complainant to receive no compensation

Your profession

Average DB transfer complainant to receive no compensation

Broadstone’s DB Redress Tracker shows typical redress compensation continues to fall

clock 09 January 2025 • 1 min read
Attivo Investments partners with SEI to launch goal-based MPS

Your profession

Attivo Investments partners with SEI to launch goal-based MPS

Stephen Harper leads the business as CEO

clock 09 January 2025 • 1 min read
Wealth managers drive record M&A surge as UK deals climb 26% in 2024

Your profession

Wealth managers drive record M&A surge as UK deals climb 26% in 2024

UK wealth and asset management deals rose from 107 in 2023 to 122 in 2024

clock 09 January 2025 • 1 min read
FSCS opens online portal to review small sample of TenetConnect claims

Companies

FSCS opens online portal to review small sample of TenetConnect claims

To help inform its longer-term approach

clock 09 January 2025 • 2 min read
Fidelius' holding company losses grew to £4m in 2024

Companies

Fidelius' holding company losses grew to £4m in 2024

Market pressures also see firm record decrease in IFA business turnover

clock 08 January 2025 • 2 min read
Vigilance still the best defence against ever-sophisticated AI scammers

Your profession

Vigilance still the best defence against ever-sophisticated AI scammers

'These days you can't even trust what is in front of your eyes'

clock 08 January 2025 • 3 min read
Number of clients who say advice is value for money up 10% in two years

Your profession

Number of clients who say advice is value for money up 10% in two years

Accessibility and cashflow modelling outlined as measures of value

clock 08 January 2025 • 2 min read
Foster Denovo makes first acquisition of 2025 adding £87m AUA

Companies

Foster Denovo makes first acquisition of 2025 adding £87m AUA

Marks the firm’s seventh acquisition in just over a year

clock 08 January 2025 • 2 min read
NextWealth: Access to advice will shrink in 2025

Your profession

NextWealth: Access to advice will shrink in 2025

Advice gap to increase by end of year

clock 07 January 2025 • 2 min read
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