Latest News

Higher-income investor confidence falls amid economy concerns


By Jack Gray

Confidence among investors with household incomes of £80,000 or more fell considerably in the third quarter, with sentiment towards the UK economy worsening, Boring Money has found


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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UK ‘poised’ to become a world fintech leader

The UK is set to become one of the world’s next fintech leaders as its approach to digital finance and AI could support further advances in financial inclusion, according to a report from Principal Finance Group and the Centre for Economics and Business Research (CEBR)

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Budget presents ‘technical challenges’ for advisers

Financial advisers are facing new technical challenges following tax, pension, and estate planning reforms announced in the Autumn Budget, according to Redmill Advance

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Quilter adds five appointed representatives to advice network

Quilter Financial Planning has added five appointed representative firms to its advice network

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Gap emerges between advice firms’ organic growth ambitions and new client incentives

A ‘disconnect’ has emerged among large advice firms between their organic growth ambitions and the incentives they offer to advisers to bring in new clients, NextWealth has found

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Raymond James appoints Dave Pederson to lead its combined wealth management business

Raymond James has appointed Dave Pederson as chief wealth management officer to lead its newly combined Wealth Management Services business in the UK

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Universal Investment acquires Cadarn Capital

Universal Investment has announced the acquisition of London-based fund distribution and investor relations firm Cadarn Capital

People moves: HSBC Private Bank, Quilter, and Gallagher

The latest appointments in the wealth management industry

Investment platforms collaborate to enhance support for bereaved clients

The Platforms Association has brought together a group of investment platforms to launch a new Bereavement Working Group
Schroders completes sale of Benchmark to Söderberg & Partners

Schroders has completed the sale of its integrated financial advice business Benchmark to Söderberg & Partners

Nine Edge Wealth acquires Edinburgh-based financial planning firm

Nine Edge Wealth has acquired Edinburgh-based financial planning firm SWC Independent for an undisclosed amount

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