Wealth Investment News

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Titan Wealth to acquire Sound Financial

By Jack Gray

29/1/26

Titan Wealth has announced plans to acquire Plymouth-based financial planning and advisory firm Sound Financial Management Limited

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Emerging Market Debt: Entering a new era of growth

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HoL calls for changes to IHT on pensions proposals amid ‘significant’ risks to PRs

The House of Lords (HoL) Economic Affairs Finance Bill Sub-Committee has urged the government to make changes to its proposals bringing pensions into the scope of inheritance tax (IHT), particularly in relation to personal representatives (PR)

True Potential Investments partners with Amundi

True Potential Investments has appointed asset manager Amundi as a strategic investment solutions partner with its growth-aligned fund management team

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Wealth managers prioritising client engagement amid talent retention challenges

Wealth managers are prioritising meeting client expectations and deepening engagement over the next two to three years, but see the attraction and retention of staff as their biggest challenge, analysis has shown

PlannerPal launches pre-meeting AI tool for wealth managers and advisers

PlannerPal has announced the launch of its Pre-Meeting Prep Pack, aiming to streamline administration for financial advisers and wealth managers ahead of client meetings