Wealth manager and Financial Planner Brooks Macdonald has appointed Will Hobbs as chief investment officer from 7 April.
VouchedFor’s 2026 Top Rated Financial Adviser Guide features a record 2,784 advisers this year.
Matthew Beesley, CEO of Jupiter Fund Management, received a £1.8m bonus package in 2025 as the firm’s cost savings programme cut non-compensation costs by 10%.
The Financial Services Compensation Scheme plans to automate all ‘routine tasks’ with the use of artificial intelligence by 2031, according to its five-year strategy report.
Fast growing Financial Planning firm Perspective Financial Group has acquired six Financial Planning firms in the last few months as part of an expansion drive.
Aberdeen Adviser has recruited Richard Denning, formerly at M&G, as its new CEO.
Wealth manager and Financial Planner St James’s Place has completed its 5000th transaction under its succession scheme proposition.
Financial advice firms have welcomed the FCA’s proposal to remove the annual review requirement for advisers providing ongoing pensions and investment services.
The number of clients contributing £60,000 to their SIPP has increased 61% since the annual allowance was raised in the 2023/24 tax year, according to new data from investment platform Hargreaves Lansdown.
The Financial Conduct Authority is consulting on removing the annual client review requirement for financial advisers who provide ongoing pensions and investment services.
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