Two in five, 40%, IFAs expect the FCA’s advice guidance boundary review to boost demand for their services.
Read more ...Fifth director resigns from PFS board this year
- Tuesday, 12 August 2025
- Articles

Trevor Edwards, the CII’s group finance director, has left the board of the Personal Finance Society after less than a year in the role.
Read more ...New IFA consolidator Absolute acquires £1.1bn AUA firm
- Tuesday, 12 August 2025
- Articles

A new IFA consolidator, which aims to be one of the UK’s leading Financial Planning businesses, has launched today with its first acquisition, a £1.1bn AUA firm.
Read more ...Frenkel Topping FUM up to £1.6bn as takeover talks continue
- Monday, 11 August 2025
- Articles

Salford-based financial adviser and professional services firm Frenkel Topping - which is in discussions over a £68m takeover bid by private equity firm Harwood - said funds under management grew to £1.63bn in the first six months of the year, up from £1.46bn in the first half of 2024.
Read more ...Dividend tax payers set to hit record 3.7m
- Monday, 11 August 2025
- Articles

The number of people paying dividend tax is expected to reach a record 3.67m in the 2024/25 tax year.
Read more ...Pensions saving remains strong despite persistent gender gap
- Monday, 11 August 2025
- Articles

Pension savers have maintained strong contribution levels in the first half of 2025, sustaining the record momentum seen in 2024, according to new analysis of their own customers by pension specialist PensionBee.
Read more ...Royal London AUM climb £8bn to £181bn
- Monday, 11 August 2025
- Articles

Pension and investment provider Royal London said its AUM climbed £8bn to £181bn in the six months to the end of June, it reported in half-year results.
Read more ...Former Odey CEO joins wealth planner Oberon
- Monday, 11 August 2025
- Articles

Peter Martin, former Odey Asset Management CEO, has joined wealth planner and boutique investment house Oberon Investments Group.
Read more ...49% of HNW individuals do not use a financial adviser
- Monday, 11 August 2025
- Articles

Almost half of UK households with a net worth of over £500,000 fail to use a Financial Planner or adviser to manage their money, according to new research.
Read more ...More planners back in the office but remote working widespread
- Monday, 11 August 2025
- Articles

Two-thirds of Financial Planners (65%) are now working at least part of the week remotely but a growing number have also returned mostly to office working compared to last year, according to Financial Planning Today's annual survey of the profession.
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