Advisory

Kingswood acquires £1.4bn AUA North Yorkshire firm

UK

Kingswood acquires £1.4bn AUA North Yorkshire firm

£16m deal

clock 23 November 2021 • 2 min read
Brooks Macdonald FUM boosted by discretionary offering

Wealth Management

Brooks Macdonald FUM boosted by discretionary offering

2.2% increase in FUM

clock 14 October 2021 • 1 min read

Advisory

FCA sets out proposals to stop 'particularly egregious' CMC phoenixing

Proposals published today

clock 17 May 2021 • 6 min read

Platforms

AJ Bell acquires platform phone app developer Adalpha

Developing app for advisers

clock 19 March 2021 • 2 min read

Advisory

Adviser receives online abuse and death threats after launching anti-crypto petition

Fake reviews also posted

clock 20 January 2021 • 2 min read

Regulation

FCA fines financial planning firm £107k for unsuitable pension transfer advice

£2.6m in redress paid

clock 10 December 2020 • 2 min read

Advisory

PIMFA: Treasury and FCA must review FSCS levy to protect sector and consumers

Probe into intelligence provisions also sought

clock 30 November 2020 • 2 min read

Advisory

ESG shoots up advisers' agendas amid pandemic

Interest in UK equities rising

clock 19 November 2020 • 3 min read

Industry

Tom Ellis: MPs give us hope for FSCS levy progress but the FCA whisks it away

Nikhil Rathi grilled by MPs

clock 06 November 2020 • 4 min read

Advisory

RSMR launches DFM Academy

Supporting advisers with due diligence and DFM selection process

clock 15 June 2020 • 1 min read
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