Robo-adviser Nutmeg has teamed up with parent firm JP Morgan to launch five risk-rated income investing portfolios.
Read more ...Validpath hires Defaqto’s Perry to spearhead growth
- Thursday, 19 June 2025
- Articles

Network Validpath has appointed experienced professional Roger Perry to spearhead the expansion of its proposition for IFAs.
Read more ...Openwork acquires 100 adviser member firm
- Thursday, 19 June 2025
- Articles

Openwork has acquired network member and 100-adviser firm Milecross in its first acquisition since it received major investment from Bain Capital.
Read more ...FCA to focus on 'proportionate' regulation
- Thursday, 19 June 2025
- Articles

The Financial Conduct Authority is to focus on "proportionate regulation" under its new 5-year strategy, its chief operating officer told ABI conference delegates this week.
Read more ...Exclusive: CII launches probe after Chartered Planner’s firm fails
- Thursday, 19 June 2025
- Articles

The Chartered Insurance Institute (CII) has launched an investigation after a Kent financial advice firm run by a Chartered Financial Planner failed.
Read more ...Wesleyan to launch new in-house platform
- Wednesday, 18 June 2025
- Articles

Financial services mutual Wesleyan has partnered with SS&C Technologies to launch its own digital-first wealth management platform.
Read more ...Nearly 30% of Gen X confused by retirement options
- Wednesday, 18 June 2025
- Articles

A third (28%) of Generation X pension savers say they are confused by the financial information they are given about funding their retirement, a survey has found.
Read more ...Two thirds of FOS adviser complaints linked to suitability
- Wednesday, 18 June 2025
- Articles

Close to two thirds (61%) of complaints to the Financial Ombudsman Service about advisers are related to advice suitability, according to a new study.
Read more ...1 in 2 advice firms looking at segmenting clients
- Wednesday, 18 June 2025
- Articles

Half of advice firms are reviewing their client bases for potential segmentation ahead of the FCA’s Advice Guidance Boundary Review outcome, according to a new report.
Read more ...CPI dips to 3.4% but remains 'sticky'
- Wednesday, 18 June 2025
- Articles

CPI inflation eased slightly in May to 3.4% from 3.5% in April, ONS said today.
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