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....
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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 3rd October 2025
Financial Services NewsFintel has launched Omnicore, a standalone distribution platform designe...
Financial Services newsletter Friday 29th August 2025
Financial Services NewsFollowing Ascot Lloyd's acquisition of Whitechurch Securities, the Pulse...
Financial Services newsletter Friday 1st August 2025
Financial Services NewsSchroders' wealth management arm posted an adjusted operating profit of ...
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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 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...
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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...
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2025 Employee Benefits employment outlook
The employee benefits landscape will continue to undergo significant transformation in 2025, shap...
Financial Services newsletter Friday 31st January 2025
Financial Services NewsSchroders will adopt all four FCA Sustainability Disclosure Requirements ...
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2025 Employee Benefits talent trends
Our Employee Benefits consultant Ashlea Walton, Client Director, shares her thoughts below on hir...
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2025 Wealth Management employment outlook
As wealth management firms prepare for a period of growth, innovation and change, attracting ski...
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2025 Financial Services talent trends
Our Financial Services consultants; Alex Merrick, Client Director and James Salmon, M&A Client D...
Financial Services newsletter Friday 10th January 2025
Financial Services NewsWealth manager Tavistock reported a £0.2m operational loss for the six mo...
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The wealth management talent shortage and how to tackle it
What would typically be a natural cycle of one generation handing knowledge and expertise to the...