Jersey-based investment manager Oakglen Wealth, part of global investment group Oakglen, has acquired Financial Planning firm Homebuyer Financial Services Limited, for an undisclosed amount.
Read more ...Tatton profits and AUM climb by a quarter
- Tuesday, 10 June 2025
- Articles

Investment manager and IFA support firm Tatton Asset Management said pre-tax profits climbed more than a quarter, 28.9%, to £21.596m, in the year to the end of March.
Read more ...Intelliflo launches video and AI-driven advised client products
- Tuesday, 10 June 2025
- Articles

Cloud-based adviser fintech provider Intelliflo has today launched two new products - the AI-driven, adviser-client relationship software Intelliflo IQ and Intelliflo Video, a video integration service for advisers.
Read more ...Loyal North snaps up two South West firms
- Tuesday, 10 June 2025
- Articles

Fast-growing Financial Planning and wealth management group Loyal North has completed the acquisitions of two financial advice firms in the South West of England to strengthen its regional presence.
Read more ...Millions risk financial shortfall by underestimating lifespan
- Tuesday, 10 June 2025
- Articles

Men are likely to live four years longer than they expected, while women could be underestimating their lifespan by a staggering seven years, according to new analysis.
Read more ...Over 50s say risk appetite is key in retirement planning
- Monday, 09 June 2025
- Articles

Three quarters (76%), of over-50s believe that appetite for risk is an important factor when deciding what to do with their pension pot, according to new research.
Read more ...FCA plans to removes further regulatory red-tape
- Monday, 09 June 2025
- Articles

The FCA has proposed remove further unnecessary data reporting, that it said will benefit nearly all firms.
Read more ...Jupiter's recruits new European team from GAM
- Monday, 09 June 2025
- Articles

Jupiter Asset Management has appointed three fund managers from GAM Investments to run its European equity funds.
Read more ...Woodford launches investment strategies subscription service
- Monday, 09 June 2025
- Articles

Former fund manager Neil Woodford has launched a subscription-based investment strategy product aimed at long-term investors.
Read more ...FCA links with Nvidia to offer AI testing
- Monday, 09 June 2025
- Articles

The FCA will allow finance firms to experiment with AI using computing and software from major US chipmaker Nvidia.
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