Advisory

Advisory

Smaller wealth management firms at risk as M&A deals reach eight-year high

Mergers and acquisitions among wealth management firms, especially those with less than £5bn in AUM, are set to increase and could even beat the record number of transactions witnessed in 2015, as a tougher regulatory backdrop and Brexit uncertainty exert...

clock 01 August 2016 • 4 min read

Advisory

Yearsley's Wealthclub expands team as firm gains FCA approval

Two new recruits from Hargreaves

clock 05 July 2016 • 2 min read

Advisory

Intelliflo reveals fund provider line-up for Automated Advice Service

Six fund management partners

clock 08 June 2016 • 2 min read

Advisory

Ex-Keydata compliance officer drops FCA ban appeal

He dropped his Upper Tribunal case

clock 19 May 2016 • 3 min read

Advisory

Hargreaves Lansdown's revenues climb despite 'challenging ISA season'

Net inflows slow

clock 19 May 2016 • 1 min read

Regulation

Tenet ordered to compensate non-advised UCIS clients

FOS rules execution-only not valid

clock 06 May 2016 • 3 min read

Mortgages

St James's Place partners with Metro Bank for mortgage product launch

Exclusive to current clients

clock 25 April 2016 • 2 min read

Advisory

Outsourcing experts launch online DFM platform DISCUS

Backed by support services company Bankhall

clock 13 April 2016 • 2 min read

Advisory

Budget 2016: Money Advice Service to be scrapped

MAS was heavily criticised by MPs

clock 16 March 2016 • 2 min read

Advisory

Standard Life buys IFA Almary Green

Spiralling costs prompt sale

clock 15 March 2016 • 1 min read
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