Companies

Mergers and acquisitions

US subsidiary firm buys Northampton-based adviser

US subsidiary firm buys Northampton-based adviser

Tim Fassam exits Pimfa role

Tim Fassam exits Pimfa role

In Focus: Profitable advice business

SimplyBiz launches online consumer duty hub

SimplyBiz launches online consumer duty hub

Unite wins £1,000 bonus for Lloyds staff

Unite wins £1,000 bonus for Lloyds staff

Quilter's acquisition boss leaves firm

Openwork's Howell to become executive chair

In Focus: Profitable advice business

Lumin Wealth snaps up South-East based adviser

Why are law firms broadening into financial advice?

Highlights

Why the Tilney Smith & Williamson names are disappearing

Why the Tilney Smith & Williamson names are disappearing

Should your client use a tax refund company?

Should your client use a tax refund company?

Financial Conduct Authority

What is the consumer duty and how will it impact financial services?

What is the consumer duty and how will it impact financial services?

Friday Highlight

How are supply chain issues disrupting profits?

How are supply chain issues disrupting profits?

Climate change is widespread, rapid and intensifying

Nigel Vaz

Nigel Vaz

More

St James's Place

SJP to offer virtual work experience

St James's Place

Adviser questions SJP after client incurs 2.2% cost

Mergers and acquisitions

Progeny snaps up Hampshire-based adviser

Quilter appoints Berkeley Group's Barker as chairperson

Intelliflo to carry out maintenance over Jubilee weekend

Transact posts highest-ever inflows

Mergers and acquisitions

Law firm Irwin Mitchell buys Cheshire-based adviser

Mergers and acquisitions

Westerby buys insurance broker's advice client book

Environmental issues ignored by majority of companies

Mergers and acquisitions

Benchmark adds £120mn AUM with Northern Ireland adviser

Columbia Threadneedle

Industry veteran and social bond 'pioneer' Simon Bond to retire

Brooks Macdonald Asset Management

Brooks Macdonald buys Warwickshire-based IFA

True Potential sees ‘record growth’ with £132mn profit

Standard Life appoints retail intermediary head from LV

Mergers and acquisitions

Team Asset Management buys Jersey-based IFA

Mergers and acquisitions

Mattioli Woods subsidiary buys advice firm for £1.2mn

Tilney Smith & Williamson

Tilney S&W reports drops in AUM

Lloyds staff hold demonstration outside AGM in pay dispute

WisdomTree hits out at ‘misleading’ shareholder claims

Tilney Smith & Williamson

Tilney S&W strengthens Scottish presence with double advice deal

Brewin Dolphin reports £1bn discretionary inflows

Mergers and acquisitions

Hybrid adviser Aventur buys South Woodford-based IFA

Former Jupiter exec hits out at firm's management

Charles Stanley

Charles Stanley launches hybrid advice service

Columbia Threadneedle

Head of asset allocation at Columbia Threadneedle steps down

Fairstone Group

Fairstone adds £135mn with Cumbria IFA purchase

Continuum reports 20% growth in assets

Schroders' AUM nudges up 3% but mutual funds value falls

St James's Place

SJP reports 11% rise in Fum to hit £151bn

Veteran adviser distribution boss to leave BMO after takeover