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  • Julie Lord: 'The big retirement lie must end'

    Financial Planning Today magazine

  • PIMFA warns on consequences of ‘no deal’ Brexit



    PIMFA

  • UK’s 50,000 female HNW population is largest in Europe

    European HNW female market - GlobalData

  • FCA tells wealth managers to improve cost disclosure

    FCA CEO Andrew Bailey

  • Dormant assets scheme could be extended to wealth managers

    Dormant Assets Report

  • Survey predicts 7% drop in IFAs and wealth managers

    Succession Wealth website

  • MiFID II support tool for wealth managers unveiled

    Moneyinfo website

  • HNW offshore investment demand outstrips supply - survey

  • Wealth managers ‘won’t survive’ unless they digitally innovate

    Nucoro

  • 6 in 10 wealth managers rejecting smaller investors

    Wealth managers are increasingly selective about clients

  • Nutmeg notches up 80,000 clients and £2bn AUM

    Neil Alexander, Nutmeg CEO

  • Wealth managers ‘likely winners’ post-lockdown     

    FinnCap website

  • Pre-tax profits soar 96% for Mattioli Woods

    Ian Mattioli, chief executive of Mattioli Woods, said the firm expects to make more acquisitions

  • SJP FUM drops by nearly £12bn in first half

    SJP new logo

  • People find advisers through family or work

    IFA and clients

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