Wrap/platforms

M&G Wealth adds ESG investment range to platform

Wrap/platforms

M&G Wealth adds ESG investment range to platform

'Planet friendly wealth solutions'

clock 04 July 2022 • 2 min read
Morningstar completes £35m Praemium acquisition deal

Wrap/platforms

Morningstar completes £35m Praemium acquisition deal

UK and international businesses

clock 30 June 2022 • 1 min read
Roopam Janda: My experience as a woman in financial services

People

Roopam Janda: My experience as a woman in financial services

WIFA 2022 taking place on July 6

clock 30 June 2022 • 4 min read
Bravura names Libby Roy next CEO

Wrap/platforms

Bravura names Libby Roy next CEO

Effective from 22 August 2022

clock 23 June 2022 • 2 min read
Wealth Wizards launches self-service guidance software

Your profession

Wealth Wizards launches self-service guidance software

Royal London among users

clock 21 June 2022 • 2 min read
Male paraplanners twice as likely to want to be an adviser than females - Quilter

Your profession

Male paraplanners twice as likely to want to be an adviser than females - Quilter

‘Time to break the vicious cycle’

clock 31 May 2022 • 3 min read
AJ Bell's pre-tax profits dip as dealing returns to normal - latest results

Wrap/platforms

AJ Bell's pre-tax profits dip as dealing returns to normal - latest results

Retail customers reached 418,309

clock 26 May 2022 • 3 min read
Third of UK investors turn to advisers for ESG support - M&G

Your profession

Third of UK investors turn to advisers for ESG support - M&G

'Lack of knowledge'

clock 25 May 2022 • 2 min read
How advisers can attract younger investors - PIMFA's Under 40 Leadership Committee

Your profession

How advisers can attract younger investors - PIMFA's Under 40 Leadership Committee

'Deliver regulated advice via technology'

clock 20 May 2022 • 3 min read
Parmenion AUM up 17% in 2021 to £9.6bn

Wrap/platforms

Parmenion AUM up 17% in 2021 to £9.6bn

‘A year of record results’

clock 18 May 2022 • 2 min read
Most read
01

Initial 900 SIPP clients transfer out of stricken Hartley Pensions

07 January 2025 • 1 min read
02

Azets Wealth Management snaps up advice firm Laurus Associates

07 January 2025 • 1 min read
03

NextWealth: Access to advice will shrink in 2025

07 January 2025 • 2 min read
04

Setul Mehta launches financial advice social media company

07 January 2025 • 3 min read
05

Keeping pace with technology: What next for robo-advice?

07 January 2025 • 4 min read