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  • Transact FUD rises 7.2% as IFAs place £1.99bn

    FUD passed £50bn for the first time.
  • Revenues rise at Progeny as firm hunts for acquisitions

    CEO Neil Moles said 2021 is a “year of growth” for Progeny
  • 15% growth in advised customers for AJ Bell

    Andy Bell, CEO at AJ Bell
  • Brewin Dolphin Financial Planning income grows 28.9%

    Robin Beer, chief executive at Brewin Dolphin
  • SJP first half gross inflows pass £9bn

    SJP chief executive Andrew Croft was cautiously confident about the outlook for the remainder of the year for the wealth manager.
  • SPW sees 133% increase in referrals

    Lloyds Banking Group owns Scottish Widows and has a half share of Schroders Personal Wealth
  • Continnuum reports 56% growth in profit

    Martin Brown, managing partner at Continuum
  • Jupiter AUM hits record high despite rise in outflows

    Andrew Formica, chief executive at Jupiter
  • Aviva platform sees 48% increase in net flows

    Aviva Investors also had a good start to the year with revenue growing 7%
  • Aegon passes £300bn UK AUA milestone

    Operating profit for the firm increased 16% year on year to £38m for the quarter.
  • Profits rise 132% for Tilney as gross inflows hit £3.2bn

    Chris Woodhouse, chief executive at Tilney Smith & Williamson
  • Praemium funds under administration rise 55%

    Funds under administration on the platform stood at £2.7bn
  • Tavistock hits £1.23m profit as performance turns around

    Brian Raven, group chief executive at Tavistock Investements
  • Revenue jumps at Curtis Banks but profits flat

    Will Self, CEO of Curtis Banks
  • Profit and revenues fall at Carey Pensions parent

    The profit margin fell to 13% from 15% for the first half of 2020.
  • ASHL network tops 400 adviser milestone

    The Sense Network was one of two networks acquired by ASHL in 2020
  • Mattioli Woods set for more acquisitions

    Ian Mattioli MBE, CEO at Mattioli Woods
  • Fintel revenues up 10% as new strategy bears fruit

    Profit before tax rose 12% to £6.0m (H1 2020: £5.4m).
  • Modest FUM growth at Brooks Macdonald

    Andrew Shepherd, CEO of Brooks Macdonald
  • Takeover target Charles Stanley reports revenue up 15%

    Charles Stanley's website

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