Business Business Company news Technology Fintel completes £5.2m purchase of fund research agency RSMRBy Lois Vallely Fintel has completed the purchase of Rayner Spencer Mills Research (RSMR) for…
4 Advisers Advisers Company news SJP ongoing advice review ‘progressing as planned’By Dan Cooper St. James’s Place has said work to review its ongoing advice charges…
Business Advisers Business Company news National advice firm Shackleton cuts platform fees as growth ramps upBy Lois Vallely National advice firm Shackleton has cut its platform fees for existing and…
Advisers Advisers Company news AJ Bell adds 19,000 platform customers as AUA nears £90bnBy Dan Cooper AJ Bell said it will continue to focus on growing its dual-channel…
Advisers Advisers Company news Wealth management Evelyn Partners names Bids Mahvelati as new chief operations officer By Dan Cooper Evelyn Partners has announced that Bahador (Bids) Mahvelati will join the firm…
Advisers Advisers Company news Technology BareRock enhances vulnerability support for advice firmsBy Dan Cooper Professional Indemnity Insurance (PII) provider BareRock has announced a strategic partnership with…
Business Advisers Business Company news Titan expands international presence with Jersey-based purchaseBy Lois Vallely Titan Wealth has acquired Jersey-based Advisa Wealth to strengthen its international financial-planning…
Advisers Advisers Company news Quilter to provide update on ongoing advice review in MarchBy Dan Cooper Quilter has said it intends to provide an update on its review…
Business Business Company news People moves Transact names new CEO as Jonathan Gunby retiresBy Lois Vallely Transact chief executive Jonathan Gunby has announced he will retire from the…
Advisers Advisers Company news PFS publishes guide on economic abuse and life insuranceBy Dan Cooper The Personal Finance Society (PFS) has today (22 January) published a new…
Advisers Company news Retirement Income Oxford Risk unveils new retirement income suitability solution for advisersBy Dan Cooper Behavioural finance specialists Oxford Risk have launched a new tool to help…
Advisers Advisers Company news Hoxton Wealth adds £85m AUM with fifth acquisition in past 12 monthsBy Dan Cooper International independent financial advisory firm Hoxton Wealth has added over £85m in assets…