Latest News

March registers £1.36bn inflows despite market volatility


By Michael Griffiths

Net retail sales recorded inflows of £1.36bn in March, marking a fifth consecutive month of inflows, new data published by the Investment Association (IA) has revealed.

The rise in March did represent a slower pace than February’s £2.52bn, however


Highlighted Content

Emerging Market Debt: Entering a new era of growth

From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.


Story 2

M&G returns to inflows in Q1

M&G has posted net inflows of £600m in three months to 31 March, following outflows of £100m in the same period last year

Story 3

Four IFA firms join Absolute Financial Group

Absolute Financial Group has added four new independent financial adviser (IFA) firms to the group

Story 4

Quilter Financial Planning adds eight AR firms to adviser network

Quilter Financial Planning has added eight new appointed representative (AR) firms to its advice network

Story 2

AI adoption shaped by regulation, despite openness among advisers

An increasing openness to adopting AI in the wealth management space contrasts with the practical realities of deploying it safely within regulated environments, according to GBST

Story 3

Advies acquires St Andrews Financial

London-based financial advisory firm, Advies, has announced the acquisition of St Andrews Financial for an undisclosed amount

Story 4

Clifton Wealth Partnership acquires Dukes IFA

Clifton Wealth Partnership (CWP) has completed the acquisition of Hertfordshire-based financial planning firm, Dukes IFA, for an undisclosed amount

Söderberg, Seccl, and Plannr launch new adviser tech integration

Söderberg & Partners Platform, Seccl, and Plannr Technologies have successfully launched a new integration which will deliver a fully unified, API-first ecosystem for financial advisers and their clients

Isio to acquire Collidr

Isio has announced the acquisition of Collidr, an artificial intelligence (AI) solutions and investment management company, subject to approval by the Financial Conduct Authority (FCA)
WBR Group buys SSAS book from financial planning firm Carpenter Rees

Manchester-based financial planning firm, Carpenter Rees, has sold its small self administered scheme (SSAS) book of business to WBR Group, for an undisclosed sum

NatWest posts £94m Q1 profit in wealth management division

NatWest has reported that its private banking and wealth management division generated an operating profit of £94m in Q1, while also delivering a return on equity of 21.1%

View More News

Check out our latest appointments


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


© 2019 Perspective Publishing     Privacy & Cookies