Plannex, formerly Financial Planning community NextGen, has acquired financial services training brand About Financial for an undisclosed amount and launched a new training business.
Read more ...Plannex acquires About Financial and launches training business
- Tuesday, 04 November 2025
- Articles
Advisers downgrade inflation as a risk for clients
- Tuesday, 04 November 2025
- Articles
Inflation did not register as a concern for advisers researching investment options for their clients over the last quarter, according to Titan Square Mile’s quarterly Market Intelligence Report.
Read more ...Evelyn’s AUM climbs to record £67bn as it focuses on AI
- Tuesday, 04 November 2025
- Articles
Assets under management for wealth manager and Financial Planner Evelyn Partners climbed to a record £67bn in the three months to the end of September as it reported a major systems integration project which will allow it to focus more on AI.
Read more ...Reeves refuses to be drawn on Budget tax rumours
- Tuesday, 04 November 2025
- Articles
Chancellor Rachel Reeves took the unusual step this morning of making a speech in Downing Street about November’s Budget, some three weeks before the financial statement is due to be delivered in the House of Commons.
Read more ...South West Planner Old Mill bought by Kinbrook Group
- Tuesday, 04 November 2025
- Articles
South west Financial Planner and accountancy firm Old Mill has been acquired by accountancy, wealth management and legal advisory business Kinbrook Group for an undisclosed amount.
Read more ...Nutmeg rebrands as JP Morgan Personal Investing
- Monday, 03 November 2025
- Articles
The Nutmeg digital wealth manager brand has today been retired and clients will now find their investments through the JP Morgan Personal Investing app and website, which will also launch new Financial Planning tools.
Read more ...BRI Wealth acquires £40m AUM Gloucester firm
- Monday, 03 November 2025
- Articles
Coventry-based BRI Wealth Management has completed its acquisition of Gloucestershire-based financial advisory firm, FutureFocus Advisory Limited, for an undisclosed amount.
Read more ...LCP calls for changes to IHT on pensions
- Monday, 03 November 2025
- Articles
Pensions consultancy LCP has urged the Government to make major changes to ensure that new inheritance tax rules are implemented fairly and effectively.
Read more ...InvestAcc completes £25m takeover of AJ Bell SIPP arm
- Monday, 03 November 2025
- Articles
SIPP and SSAS provider InvestAcc Group has completed its acquisition of the AJ Bell Platinum SIPP and SSAS business for £25m.
Read more ...FCA warns industry consolidation can cause 'harm'
- Friday, 31 October 2025
- Articles
The FCA has warned that the rapid consolidation of the wealth management and financial advice sectors could be leading to ‘poor outcomes for consumers, employees and the wider financial system.'
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