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Finli adds £269m in AUM with seven acquisitions in Q2


By Jack Gray

Financial planning business Finli Group completed seven acquisitions in the second quarter of 2026, adding around £269m in assets under management (AUM)


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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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Govt urged to revise Foreign Income and Gains regime to drive UK investment

The government should make changes to the Foreign Income and Gains (FIG) regime to help drive long-term investment in the UK economy, according to BDO

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Financial planning ‘needs to evolve’ as 100-year life becomes more common

Financial planning needs to evolve as the 100-year life becomes increasingly common and 45-75 year olds redefine later life, a report from RBC Wealth Management has argued

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Think tank warns Burnham against CGT changes

Andy Burnham should resist calls to raise capital gains tax (CGT) when he becomes Prime Minister, as HMRC figures show this would result in reduced receipts from the tax, according to the Centre for Policy Studies (CPS)

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Treasury publishes Financial Services AI Adoption Plan

HM Treasury has published an independent Financial Services AI Adoption Plan, aiming to support firms adopting AI tools while maintaining consumer protections

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UK gender wealth gap widens ‘sharply’ as women’s wealth falls

The UK’s gender wealth gap has widened ‘sharply’ over the past year, as women’s wealth declined while men’s continued to increase, according to research from Handelsbanken Wealth

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FCA consults on new rules for AIFMs

The Financial Conduct Authority (FCA) has launched a consultation on new rules for alternative investment fund managers (AIFM), aiming to remove complexity and administrative burden, support firms’ growth, and maintain high standards

Self-employed face pensions crisis with entrepreneurs falling behind

Business owners and entrepreneurs are at risk of a retirement savings crisis because many prioritise investing in their businesses over pensions, Rathbones has argued

Schroders makes series of wealth management leadership appointments

Schroders Wealth Management and Cazenove Capital have announced a series of leadership appointments, marking the next phase in the reshaping of Schroders’ wealth management business
Investment trust fundraising more than doubles in H1 as M&A activity increases

Existing investment trust fundraising more than doubled year-on-year to £575m in the first half of 2026, while merger and acquisition (M&A) activity also increased, according to data from the Association of Investment Companies (AIC)

SIPP market ‘underutilising’ unit-linked structures

Self-invested personal pension (SIPP) platforms are sacrificing client returns by overlooking unit-linked structures, a report from Mobius has argued

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