Private Equity is changing. What it means for insurance and wealth businesses.
For the last 10–15 years, Private Equity has been one of the biggest forces shaping the insurance...
Financial Services newsletter Friday 1st May 2026
Financial Services NewsFairstone has partnered with Saturn AI to launch the Fairstone Co-Planner...
Financial Services newsletter Thursday 2nd April 2026
Financial Services NewsUK GDP rose just 0.1% in each of the last two quarters, according to the ...
Financial Services newsletter Friday 27th February 2026
Financial Services NewsWomen contributed 104% of the amount men did to pensions in January at Pe...
Financial Services newsletter Friday 6th February 2026
Financial Services NewsFinancial Conduct Authority places restrictions on Advantage Wealth Manag...
Financial Services newsletter Friday 9th January 2026
Financial Services NewsHansford Bell, a Tavistock-based Financial Planning firm, is launching th...
Financial Services newsletter Friday 28th November 2025
Financial Services NewsFinancial experts, including Dominic Tayler of Oakglen Wealth, criticise...
Financial Services newsletter Friday 31st October 2025
Financial Services NewsSt James’s Place FUM surpassed £200bn for the first time, reaching £212....
Financial Services newsletter Friday 3rd October 2025
Financial Services NewsFintel has launched Omnicore, a standalone distribution platform designe...
.png)
How leading wealth advisors are using AI to stay competitive
Research shows that more and more wealth management forms are embedding AI-driven analytics into ...
Financial Services newsletter Friday 29th August 2025
Financial Services NewsFollowing Ascot Lloyd's acquisition of Whitechurch Securities, the Pulse...
.png)
The wealth tax uncertainty: impact for wealth managers and their clients
The potential introduction of a wealth tax in the UK, highlighted by ongoing discussions surround...
Financial Services newsletter Friday 1st August 2025
Financial Services NewsSchroders' wealth management arm posted an adjusted operating profit of ...
Financial Services newsletter Friday 27th June 2025
Financial Services NewsWealth manager Quilter reported a 200% year-on-year rise in Lifestyle Tr...
Financial Services newsletter Friday 30th May 2025
Financial Services NewsJM Finn reported a 17% rise in pre-tax profits to £11.9m for 2023, desp...
Financial Services newsletter Friday 2nd May 2025
Financial Services NewsAberdeen’s advice arm saw £0.6bn in Q1 2025 outflows—its lowest since Q3...
Financial Services newsletter Friday 4th April 2025
Financial Services NewsEvelyn Partners reported a 12% rise in profits for 2024, with adjusted EB...
.png)
M&A financial services market analysis: new opportunities for IFAs
IDEX Consulting spoke to James Salmon, financial services M&A specialist, on the state of the M&...
Financial Services newsletter Friday 28th February 2025
Financial Services NewsSchroders has secured regulatory approval for an infrastructure-focused L...
.png)
2025 Employee Benefits employment outlook
The employee benefits landscape will continue to undergo significant transformation in 2025, shap...