News

All the advice firm acquisitions that have taken place in 2025

Your Business

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

clock 24 January 2025 • 1 min read
Titan Wealth snaps up £525m AUM advice firm Advisa Wealth

Companies

Titan Wealth snaps up £525m AUM advice firm Advisa Wealth

Advisa is based in Jersey

clock 24 January 2025 • 1 min read
Chancellor to amend non-dom tax crackdown plans

Your profession

Chancellor to amend non-dom tax crackdown plans

Labour promised to remove non-dom status in election manifesto

clock 24 January 2025 • 2 min read
FOS tells Pi Financial to account for fee it 'took unfairly' from SIPP client

Companies

FOS tells Pi Financial to account for fee it 'took unfairly' from SIPP client

Advice business has had 124 cases upheld by the FOS

clock 23 January 2025 • 5 min read
DB transfer values drop to lowest month-end since 2018

Your profession

DB transfer values drop to lowest month-end since 2018

XPS' Transfer Value Index saw ‘significant decline’ in final quarter of 2024

clock 23 January 2025 • 2 min read
Providers yet to have 'cracked' retirement products

Your profession

Providers yet to have 'cracked' retirement products

Retirement advice becoming more important with ageing demographic

clock 23 January 2025 • 3 min read
'Persistent' pensions gender gap to become more 'acute', MPs told

Pensions

'Persistent' pensions gender gap to become more 'acute', MPs told

Industry says issues are becoming more ‘acute’ for younger generations

clock 23 January 2025 • 5 min read
Fairstone partners with J.P. Morgan to launch MPS range

Managed solutions

Fairstone partners with J.P. Morgan to launch MPS range

NOVA MPS range intended to deliver institutional-grade capabilities to retail clients

clock 23 January 2025 • 1 min read
Herald shareholders overwhelmingly vote against all eight Saba proposals

Investment Trusts

Herald shareholders overwhelmingly vote against all eight Saba proposals

First of the seven Saba meetings

clock 22 January 2025 • 6 min read
Trial of ex-Titan Wealth employee delayed

Your profession

Trial of ex-Titan Wealth employee delayed

Complainants to testify behind screens amid ongoing legal preparations

clock 22 January 2025 • 1 min read
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