financial planning

Wealth managers back AI adoption despite growing client unease

Wealth Management

Wealth managers back AI adoption despite growing client unease

Avaloq survey

clock 24 February 2026 • 1 min read
Brooks Macdonald 'reviewing' further M&A opportunities following H1 revenue boost

Companies

Brooks Macdonald 'reviewing' further M&A opportunities following H1 revenue boost

Revenue was up 12%

clock 24 February 2026 • 2 min read
7IM promotes Ben Kumar to senior strategy role

People moves

7IM promotes Ben Kumar to senior strategy role

Newly created role

clock 22 January 2026 • 1 min read
Trio exit Brooks Macdonald private client and wealth management teams

People moves

Trio exit Brooks Macdonald private client and wealth management teams

Sanderson, Whitby and Grossobel

clock 13 March 2024 • 1 min read
Mattioli Woods profits rise 60% as advice demand jumps

Companies

Mattioli Woods profits rise 60% as advice demand jumps

Pre-tax profits of £7.6m

clock 06 February 2024 • 2 min read
Andrew Fahy joins Quilter Cheviot Europe to lead financial planning service

People moves

Andrew Fahy joins Quilter Cheviot Europe to lead financial planning service

Joins from Brewin Dolphin

clock 17 January 2022 • 2 min read

Industry

Mattioli Woods buys Pole Arnold Financial Management for initial consideration of £4m

Latest deal expands presence in Leicester and London

clock 13 April 2021 • 1 min read

Industry

Does finance have a women problem? Or do women have a finance problem?

How industry needs to better cater to needs

clock 23 December 2019 • 4 min read

Funds

Square Mile & FE fundinfo partner to launch Fund Dashboard

To assist in fund selection

clock 05 December 2019 • 3 min read

Industry

Female financial independence is vital - and best practice begins at home

Nearly a third of women in the dark over partners' finances, study shows

clock 21 November 2019 • 4 min read
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