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    Shackleton AC Wealth acquisition lifts Scottish AuMA past £1.3bn

    9th September 2026

    Justin Onuekwusi takes investments CEO role at SJP permanently

    8th September 2026

    Amati Global Investors distribution push draws Octopus and Jupiter talent

    8th September 2026

    UK Equity Fund Outflows Hit £15.16bn Over 15 Months as Savers Favour Cash

    8th September 2026
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    Finance

    Shackleton AC Wealth acquisition lifts Scottish AuMA past £1.3bn

    Aisha MahmoodBy Aisha Mahmood9th September 2026
    Finance

    Amati Global Investors distribution push draws Octopus and Jupiter talent

    Aisha MahmoodBy Aisha Mahmood8th September 2026

    Retirement Psychology and Financial Planning: Why ‘Enough’ Means More Than a Number

    By Aisha Mahmood7th September 2026

    Beagle Street intermediary distribution push backed by two strategic hires

    By Aisha Mahmood7th September 2026

    Over-75s pension withdrawals IHT fears drive 35% surge in lump sums

    By Aisha Mahmood7th September 2026

    IHT Threshold Frozen Until 2031: Should Unmarried Couples Now Wed for Tax?

    By Aisha Mahmood4th September 2026

    UK Equity Fund Outflows Hit £15.16bn Over 15 Months as Savers Favour Cash

    By Aisha Mahmood8th September 2026

    iPipeline Origo Acquisition Complete After CMA Clearance, as FNZ Raises $450m

    By Aisha Mahmood4th September 2026

    Justin Onuekwusi takes investments CEO role at SJP permanently

    By Aisha Mahmood8th September 2026

    St. James’s Place has confirmed Justin Onuekwusi as investments CEO on a permanent basis, formalising an arrangement that had been in place on…

    Three Men Jailed in £70m Pension Fraud That Targeted 3,000 Savers

    By Aisha Mahmood4th September 2026

    The £70m pension fraud for which three men were jailed this week serves as a sobering reminder that the greatest threat to retirement…

    AI Threat to Financial Advisers Is Real, But Not for the Reason Most Think

    By Aisha Mahmood3rd September 2026

    The AI threat to financial advisers is not, as Lee Coates argues, a question of whether machines will eventually process information more efficiently…

    Vitality AI platform investment of £13.78m lifts UK health and life profits

    By Aisha Mahmood3rd September 2026

    The Vitality AI platform investment of £13.78m sits at the heart of a set of results that show Vitality UK moving decisively into…

    Brooks Macdonald Net Flow Target Back in Sight After FY26 Turnaround

    By Aisha Mahmood3rd September 2026

    Brooks Macdonald’s net flow target of 5% annualised growth is achievable, CEO Andrea Montague has told Money Marketing, after the wealth manager returned…

    Selling an Advice Firm: Why the Structure Can Matter More Than the Price

    1st September 2026

    The Right Academy maps the route to mortgage adviser competent status

    1st September 2026

    Pensioners Paying Higher Rate Tax Now Top One Million in the UK

    1st September 2026

    Prenuptial Agreement Financial Planning: Why Advisers Must Raise the Subject

    29th August 2026

    Aegon Mylo pension consolidation passes £250m as HMRC yields rise

    29th August 2026

    Guides

    Finance

    Isio Collidr acquisition MPS reach doubles to 20 platforms

    By Aisha Mahmood2nd September 2026

    The Isio Collidr acquisition has reached completion following regulatory approval, with Collidr now operating inside…

    DeVere Group Reports Dubai Capturing Third of New Financial Talent Despite Regional Conflict

    By PublishingWizard30th April 2026

    CRAVELLE Launches CRAVE AI, a Premium AI Companion Platform Designed for Women’s Emotional Well-Being

    By Sam Allcock16th March 2026

    Ho! Ho! No! Christmas is cancelled for 21% of people because they cannot afford to celebrate due to the cost of living crisis and fears over the Budget, according to a new survey

    By Danielle17th November 2025

    Why we are tired of just giving to charity?

    By Danielle27th October 2025

    Net Worth

    Finance

    FNZ equity funding round reaches $650m as losses weigh on platform giant

    By Aisha Mahmood2nd September 2026
    Finance

    BlackRock L&G Stake Doubled Above 10% as Pension Tax Debate Intensifies

    By Aisha Mahmood29th August 2026
    Finance

    AI-generated client scrutiny is reshaping what expertise means

    By Aisha Mahmood28th August 2026
    Finance

    FCA data exposes AI investment advice risks among young UK savers

    By Aisha Mahmood27th August 2026
    Finance

    Why a sovereign bond diversification strategy is now essential for income portfolios

    By Aisha Mahmood27th August 2026
    Finance

    Wesleyan Smoothed Fund Platform Marks Five Years in the IFA Market

    By Aisha Mahmood27th August 2026
    Finance

    Aegon Mylo pension app consolidates £250m across 21,000 lost pots

    By Aisha Mahmood26th August 2026

    Budget Speculation Pension Withdrawals: The Costly Mistake Savers Must Avoid

    By Aisha Mahmood2nd September 2026

    Vanguard Altruist acquisition deal valued at roughly $4 billion raises questions for UK investors

    By Aisha Mahmood28th August 2026

    FCA young investor AI trust data reveals a regulatory blind spot

    By Aisha Mahmood28th August 2026

    Protection demand heatwave data challenges industry’s core assumptions

    By Aisha Mahmood26th August 2026

    When Client Adviser Handover Feelings Drive the Same Question Every Year

    By Aisha Mahmood26th August 2026

    Chesnara HSBC Life acquisition drives 38% AuA surge to £21bn

    By Aisha Mahmood25th August 2026
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