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  • Fintel owns Defaqto and SimplyBiz

    Fintel revenue growth stalls but profits rise

  • Close Brothers Asset Management saw 5% net inflows for the year ended 31 July

    Profits slip 8% at Close Bros but advice income steady

  • Jonathan Gunby, CEO at Transact

    Transact makes further charge reductions

  • Brian Raven, chief executive at Tavistock

    Tavistock Financial Planning profits rise 56%

  • David Loudon, joint-chief executive at Redmayne Bentley

    Assets increase by 6.3% at Redmayne Bentley

  • Martin Gilbert

    AssetCo reports £9.3m loss

  • Steven Levin, CEO at Quilter

    Quilter assets drop 11% as net flows plunge 55%

  • Andrew Shepherd, CEO of Brooks Macdonald

    Flows up for Brooks driven by platform MPS

  • Michael Summersgill, CEO at AJ Bell

    Slow start to 2023 for AJ Bell as inflows fall 25%

  • Andrew Croft, CEO at St James’s Place

    St James's Place net inflows drop 31% in Q1

  • Richard Rowney, CEO of Nucleus

    Enlarged Nucleus returns to profit as revenues rise 80%

  • Kingswood's website

    Kingswood profits up but revenues fall

  • Hugo Bedford, CEO at JM Finn

    Assets fall by 12% at JM Finn

  • Andrea Rossi, group CEO at M&G

    1 in 20 M&G staff expected to exit in cutbacks

  • Ian Mattioli MBE, chief executive of Mattioli Woods

    Mattioli Financial Planning assets rise 6.5%

  • Andrew Shepherd, CEO of Brooks Macdonald

    Brooks Q4 net flows dip but MPS surges

  • Michael Summersgill, CEO at AJ Bell

    AJ Bell reports 10% rise in advised customers

  • Andrew Croft, CEO at St James’s Place

    SJP profits fall 29% in H1 2023

  • Quilter's website

    Quilter adds franchise adviser model

  • The Abrdn Adviser website

    Abrdn adviser business reports £0.6bn in outflows

Page 7 of 9

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