The House of Lords has called on the FCA to halt its plans to push forward with 'naming and shaming' firms facing investigations.
Read more ...Nucleus adds new white-labelled portal
- Thursday, 06 February 2025
- Articles

Third Financial, part of the Nucleus platform group, has launched a white-labelled digital proposition for large advice firms.
Read more ...SJP adds risk profiling service from Dynamic Planner
- Thursday, 06 February 2025
- Articles

Wealth manager St James’s Place has partnered with Dynamic Planner to add new client risk profiling services for its advisers.
Read more ...P1 adds client onboarding and servicing portal
- Wednesday, 05 February 2025
- Articles

P1 Investment Services, the owner of the P1 Platform, has launched a client onboarding and servicing portal for advisers.
Read more ...Savers face £12,000 annual retirement income shortfall
- Wednesday, 05 February 2025
- Articles

The average worker is on course to miss their target annual retirement income by £12,000, according to new research.
Read more ...Nest acquires stake in pension capital investor
- Wednesday, 05 February 2025
- Articles

Nest, the pension scheme with the highest number of members in the UK, has acquired a 10% stake in the holding company of global pension capital investor IFM Investors.
Read more ...Evelyn co-founds Compassion in Financial Services Hub
- Wednesday, 05 February 2025
- Articles

Wealth manager and Financial Planner Evelyn Partners has become the founding partner of the Edinburgh Futures Institute’s new Compassion in Financial Services Hub.
Read more ...1 in 7 HNWs have no wealth transfer plan
- Wednesday, 05 February 2025
- Articles

One in seven high net worth individuals have no will, trust or expression of wishes in place for passing on their wealth, a new report warns.
Read more ...M&A activity in IFA sector gathers pace
- Wednesday, 05 February 2025
- Articles

The pace of merger and acquisition activity in the IFA market has increased with widespread consolidation under way, according to new research from respected pollsters Opinium.
Read more ...STEP launches 20th annual private client awards
- Tuesday, 04 February 2025
- Articles

The 2025 STEP Private Client Awards, partly sponsored by Evelyn Partners, are now open for entries.
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