Brooks Macdonald has snapped up Norwich-based firm Lucas Fettes Financial Planning. Lucas Fettes has £890m assets under ...

Progeny has appointed former HSBC group chief financial officer Ewen Stevenson as its chair. Stevenson will be tasked with ...

Schroders has announced plans to adopt the Financial Conduct Authority’s (FCA) Sustainability Disclosure Requirements (SDR) ...

Swedish wealth manager Söderberg & Partners has taken stakes in three more advice firms as part of its buy and build strategy ...

Category entry points’ (CEP) is fancy marketing jargon for a life event or trigger for a consumer to act and use a service or ...

Good morning and welcome to your Morning Briefing for Monday 2 December 2024. To get this in your inbox every morning click ...

Skerritts has rebranded to Shackleton and has bought four more financial advice businesses. This brings the number of deals ...

The regulator admits that the current advice landscape is failing those who need it most. Is targeted support the answer?

Castlefield is taking a “wait and see” approach to adopting the FCA’s Sustainability Disclosure Requirements (SDR) labels for ...

I’m fascinated by the assumptions we make about people – more specifically, how we can get it so wrong. One of my journalism ...

The Financial Conduct Authority (FCA) has been labelled “incompetent at best, dishonest at worst” in a damning report by a ...

ZeroKey has integrated with Iress’ Xplan, as part of its efforts to eliminate manual data entry. This latest development ...