Private equity firm EQT Fund Management has made a second approach towards an acquisition deal with Australian fintech Iress.
Read more ...Investment adviser revenue falls 1% in 2020
- Thursday, 29 July 2021
- Articles

Reported total revenue earning from retail investment intermediation fell by 1% to just under £4.4bn according to data drawn from the FCA’s retail mediation activities return (RMAR) for 2020.
Read more ...FCA to change decision-making process
- Thursday, 29 July 2021
- Articles

The Financial Conduct Authority (FCA) has proposed changes it its decision-making process to enable it to make faster decisions.
Read more ...Tilney hires two for IFA business from Quilter Cheviot
- Thursday, 29 July 2021
- Articles

Wealth manager and Financial Planner Tilney Smith & Williamson has hired two senior business development managers from Quilter Cheviot to boost its ambition as a partner for IFAs.
Read more ...Over half clients feeling bullish - Schroders
- Thursday, 29 July 2021
- Articles

Over half (52%) of financial advice clients reported feeling slightly bullish or bullish, compared to 19% a year ago, according to a new survey.
Read more ...Charles Stanley to be acquired by Raymond James
- Thursday, 29 July 2021
- Articles

Wealth manager Charles Stanley is to be acquired by US wealth manager Raymond James, in a deal worth £278.9m.
Read more ...SPW sees 133% increase in referrals
- Thursday, 29 July 2021
- Articles

Schroders Personal Wealth has seen a 133% increase in referrals for the first half of 2021 (compared to H1 2020).
Read more ...Lloyds to acquire Embark for £390m
- Thursday, 29 July 2021
- Articles

Lloyds Banking Group is to acquire fast-growing retirement and wealth management company Embark Group.
Read more ...FCA launches diversity consultation
- Wednesday, 28 July 2021
- Articles

The Financial Conduct Authority (FCA) has launched a consultation on proposals to improve transparency on the diversity of company boards and their executive management teams.
Read more ...Perspective snaps up 4 IFAs in acquisition spree
- Wednesday, 28 July 2021
- Articles

Financial Planning and wealth management firm Perspective Financial Group has completed the acquisition of four IFA firms in Warrington, Sevenoaks, Burford and Bury.
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