CBAM went on to rebrand as independent wealth business TrinityBridge shortly after the sale completed. TrinityBridge is ...

Söderberg & Partners (Söderberg) has taken a 30% stake in financial planning firm Murphy Wealth, the first Scottish advice ...

The UK’s financial watchdog has released a second stage of its Consumer Composite Investment (CCI) consultation, this time ...

So far, the FCA said it has identified three regular returns as viable for decommissioning: Form G: The Retail Investment ...

Tony Miles kicks off My Care Consultant's regulator articles for Professional Adviser with a look at the benefits of honing ...

The Financial Conduct Authority has established its presence in the US and Asia-Pacific to better promote the UK ...

Wealth manager Mattioli Woods has appointed Peter Mann as non-executive chairman, subject to regulatory approval.

Swedish wealth manager Söderberg & Partners has made investments in four IFA firms as it aims to expand its presence within ...

Premier Miton has seen a dip to its overall assets under management since the end of September last year, dropping from £10.7bn to £10.2bn.

Defaqto has identified the top ten most recommended platform managed portfolio solutions (MPS) by value for Q1 2025.

Quilter and Quilter Cheviot MPS offerings are now on AJ Bell’s platform, Quilter confirmed this morning (15 April).

Death and taxes may be the only real guarantees in life but simpler models should be considered to achieve the policy objective of making the IHT system fairer, writes Lee Halpin ...