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Gap emerges between advice firms’ organic growth ambitions and new client incentives


By Jack Gray

A ‘disconnect’ has emerged among large advice firms between their organic growth ambitions and the incentives they offer to advisers to bring in new clients, NextWealth has found


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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Raymond James appoints Dave Pederson to lead its combined wealth management business

Raymond James has appointed Dave Pederson as chief wealth management officer to lead its newly combined Wealth Management Services business in the UK

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Universal Investment acquires Cadarn Capital

Universal Investment has announced the acquisition of London-based fund distribution and investor relations firm Cadarn Capital

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People moves: HSBC Private Bank, Quilter, and Gallagher

The latest appointments in the wealth management industry

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Schroders completes sale of Benchmark to Söderberg & Partners

Schroders has completed the sale of its integrated financial advice business Benchmark to Söderberg & Partners

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Investment platforms collaborate to enhance support for bereaved clients

The Platforms Association has brought together a group of investment platforms to launch a new Bereavement Working Group

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Nine Edge Wealth acquires Edinburgh-based financial planning firm

Nine Edge Wealth has acquired Edinburgh-based financial planning firm SWC Independent for an undisclosed amount

Two thirds unaware of pension/IHT changes

Almost two thirds (64 per cent) of UK adults are unaware that unused pension pots will become subject to inheritance tax (IHT) from April 2027, research commissioned by Mattioli Woods has shown

Marloo and FEIFA partner to provide AI best practice support for advisers

Financial advice AI platform Marloo and the Federation of European IFAs (FEIFA) have announced a partnership, aiming to provide best practice AI support to advisers
MPS market evolving amid FCA review

The model portfolio service (MPS) market is experiencing a broad range of changes in investment trends, portfolio costs, and adviser recommendations as the Financial Conduct Authority (FCA) continues its review of the sector, Defaqto has found

SJP announces latest cohort of associate partners and advisers joining its Partnership

St. James’s Place (SJP) has announced the addition of seven financial services professionals to its Partnership programme

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