wealth management

Technology

Raza Shah: Five essentials for a user-first digital advice experience

‘Design thinking’

clock 02 August 2019 • 4 min read

Industry

Charles Stanley buys Leeds-based Middleton Croft

All managers will move to Charles Stanley

clock 01 August 2019 • 1 min read

Technology

Ian Cadby: Robots don't care about your clients' portfolios

Informed by inputs

clock 18 July 2019 • 4 min read

Platforms

Novia appoints ex-ASI Steve Andrews as managing director

Replacing Bill Vasilieff

clock 03 July 2019 • 1 min read

Investment

Charles Stanley restructure to cost £10m

Annual results

clock 31 May 2019 • 2 min read

Your profession

Brewin Dolphin confirms acquisition of Investec's Irish wealth business

Brewins also looks to raise £60m through share placing

clock 10 May 2019 • 3 min read

Companies

Hawksmoor appoints Sarah Soar from JM Finn as new CEO

Founder Crowley stepping down

clock 02 May 2019 • 1 min read

Companies

Sanlam UK buys Thesis AM in 'milestone' for wealth management business

Thesis to move under Sanlam brand

clock 29 April 2019 • 3 min read

Your profession

Brewin Dolphin hires Coutts' Rawlinson as wealth director

Part of 1762 offering

clock 11 April 2019 • 1 min read

SRI

Brooks Macdonald adds responsible investment service to platforms

Three risk profiles

clock 16 January 2019 • 1 min read
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Chancellor targets FOS modernisation and FCA consultation

14 November 2024 • 3 min read
02

Don't panic! Call for calm after Budget pensions IHT change

14 November 2024 • 3 min read
03

Financial advice exam costs continue to rise

14 November 2024 • 3 min read
04

Vulnerability taboos deterring clients from seeking additional adviser support

14 November 2024 • 3 min read
05

Government publishes Pensions Investment Review interim report and launches DC and LGPS consultations

15 November 2024 • 4 min read