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FCA calls for shift from cash savings to investments; just 8.6% of adults receive advice


By Jack Gray

The Financial Conduct Authority (FCA) has called for greater focus on investments after finding the majority of people with more than £10,000 held most of their investible assets as cash


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Aviva’s wealth net flows fall by 15% year-on-year in Q1

Net flows in Aviva’s wealth division fell by 15 per cent year-on-year, from £2.7bn in Q1 2024 to £2.3bn in the first quarter of 2025, its Q1 2025 Trading Update has shown

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Quilter’s WealthSelect MPS passes £20bn in AUM

Quilter’s WealthSelect managed portfolio service (MPS) has passed £20bn in assets under management (AUM), the firm has revealed

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Avenir launches AI assistant for wealth management firms

Avenir has launched a purpose-built artificial intelligence (AI) chat assistant designed for wealth management firms

Janus Henderson launches active MBS ETF

Janus Henderson has announced the launch of an active mortgage-backed securities (MBS) exchange-traded fund (ETF) for European investors

Isle of Man FSA outlines engagement programmes

The Isle of Man Financial Services Authority (FSA) has set out its two-year programme of supervisory engagement for regulated firms
Addepar raises $230m in series G investment round

Global wealth and investment management technology and data platform Addepar has announced the closing of its $230m series G investment round

Saturn makes first acquisition with purchase of Ateb Suitability

AI and data solutions provider for advice firms, Saturn, has made its first acquisition with the purchase of Ateb Suitability from Thistle Group

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