3+ day, 7+ hour ago   (412+ words) Financial advice firms are expanding their client books while taking a closer look at the cost of servicing individual relationships, according to research from NextWealth. NextWealth’s latest Financial Advice Business Benchmarks (FABB) report, based on a survey of 318 financial advice…...

3+ day, 12+ hour ago   (332+ words) atomos has agreed to acquire MWA Financial for an undisclosed sum, combining its institutional investment capabilities with the firm’s entrepreneurial culture. This agreement follows MWA’s acquisition of Hawthorn Financial Services in April 2026. At the time, the firm oversaw £950m in assets…...

4+ day, 15+ hour ago   (507+ words) Shackleton Advisers has agreed to acquire Aberdein Considine Wealth (AC Wealth), adding around £800m in assets under management and advice (AuMA) to its business. The deal will take Shackleton’s total assets under management and advice in Scotland to more than £1.3bn. AC…...

6+ day, 8+ hour ago   (905+ words) Retirement planning is evolving, and those who remain focused solely on whether clients have enough money risk overlooking the psychological transition from saving to spending. Financial security forms a fundamental part of retirement planning, but it should never be the…...

2+ week, 3+ day ago   (720+ words) Vanguard’s acquisition of US advice technology firm Altruist is a “very positive move” for the adviser community as global investment firms prepare to compete with technology giants moving into financial advice, according to an industry leader. The investment manager has…...

3+ week, 3+ day ago   (280+ words) The financial advice profession’s struggle to attract younger and more diverse talent will be examined in a keynote speech at Money Marketing Interactive London 2026. Hayley Rabbets, head of Evergreen at Calton, will consider why a career that can offer rewarding,…...

3+ week, 3+ day ago   (393+ words) Trust, reputation and transparency are becoming the most important factors influencing how consumers choose wealth management providers, according to new research from TransUnion. The study of 1,000 US consumers with at least $20,000 in investable assets found trust and reputation ranked ahead…...

3+ week, 5+ day ago   (1167+ words) The FCA has warned wealth managers to strengthen standards around fees, fair value and financial crime controls, while managing the risks associated with growing AI adoption across the sector. Lucy Castledine, director of consumer investments at the FCA, said the…...

1+ mon, 15+ hour ago   (336+ words) Adviser platform assets have surpassed £1tn for the first time, reaching £1.04tn at the end of the second quarter, according to Platforum. The research found platform assets under administration (AUA) increased 8.9% over the quarter and 18.9% year-on-year, supported by strong equity market performance....

1+ mon, 1+ day ago   (264+ words) Brooks Macdonald has partnered with Woven Advice, enabling IFAs to implement investment propositions consistently across their client books. Woven offers platform, product and investment data in a single view, allowing firms to efficiently assess entire books against its customer identification…...