The Financial Conduct Authority it to review its client categorisation rules to ‘unlock more opportunities for wealthy investors’.
Read more ...NextGen rebrands to Plannex
- Thursday, 10 July 2025
- Articles

Financial Planning community NextGen is to rebrand to Plannex to better reflect its membership and what it offers.
Read more ...Outflows rise 22% for Liontrust
- Thursday, 10 July 2025
- Articles

Net outflows rose 22% for Liontrust Asset Management in the three months ended 30 June (Q2 2024: £0.9bn).
Read more ...Net outflows drop 96% for Brooks Macdonald
- Thursday, 10 July 2025
- Articles

Wealth manager Brooks Macdonald saw £5m of net outflows in the quarter ending 30 June, a 96% fall from the £129m reported the previous quarter and its lowest outflows for two years.
Read more ...Jupiter acquires £15bn AUM non-profit specialist asset manager
- Thursday, 10 July 2025
- Articles

Jupiter Fund Management is to acquire specialist asset manager CCLA Investment Management for £100m.
Read more ...BoE's Bailey opposes pension asset allocation mandate
- Thursday, 10 July 2025
- Articles

Andrew Bailey, governor of the Bank of England, has registered his opposition to Government plans to set asset allocation targets for pensions under its new Pension Schemes Bill.
Read more ...Plannr adds anti-money laundering solution
- Wednesday, 09 July 2025
- Articles

Fintech firm Plannr has partnered with SmartSearch to add anti-money laundering (AML) verification and monitoring technology to its CRM platform.
Read more ...Evelyn kicks off Manchester City women's football support
- Wednesday, 09 July 2025
- Articles

Evelyn Partners has partnered with Manchester City Women to become the official wealth management partner of the football club.
Read more ...Chartered adviser warns govt against cutting cash ISAs
- Wednesday, 09 July 2025
- Articles

Chartered financial adviser The Private Office has warned the Government against cutting the Cash ISA allowance, saying that doing so will fail to drive more risk-based investing.
Read more ...7 in 10 advisers concerned over future for small firms
- Wednesday, 09 July 2025
- Articles

More than 7 in 10 financial advisers (71%) believe it is getting harder for smaller independent financial advice firms to survive, according to a new survey.
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