Peter Carey
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SmartSearch and Plannr partner to deliver seamless AML compliance for wealth management firms
SmartSearch, the UK’s leading provider of digital anti-money laundering (AML) and compliance solutions, is pleased to announce a strategic partnership with Plannr,…
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BareRock appoints Lee Robertson as non-executive director
BareRock, the digital-first Professional Indemnity Insurance (PII) provider, today announced the appointment of Lee Robertson as Non-Executive Director and Head of Strategic Partnerships. Robertson…
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Nucleus launches ‘Voice of the Adviser Survey’
Nucleus has launched a new survey for 2025, exploring the issues that matter most to its users. Tapping into its network of…
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Collidr launches free fund screening & portfolio comparison tools for advisers
Collidr Technologies Ltd, a technology firm which has provided portfolio solutions to advisory firms for 10 years, has added even more features…
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Why personal branding is the most underrated advantage in the financial advisory industry
Written by Chris Ball, CEO, of Hoxton Wealth In 2013, I didn’t post a single thing online. But, in the past twelve months,…
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New research from Unbiased reveals women prioritise clarity and credentials from financial advisers – not gender
New research by Unbiased, the UK’s leading financial advice platform, reveals that women seeking advice are more likely than men to prioritise…
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Partners Wealth Management acquires Navitage Capital Management
Partners Wealth Management (PWM) today announces its acquisition of Navigate Capital Management (NCM) which will now form part of the PWM brand.…
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Evelyn Partners becomes official wealth management partner of Manchester City Women
Leading wealth manager Evelyn Partners, which is entrusted with over £62 billion of assets, has today announced a new global partnership with…
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Chase de Vere delivers strong performance in 2024, underpinned by exceptional client feedback
Chase de Vere, the national firm of Independent Financial Advisers, has produced its Annual Report & Financial Statements for the year ending…
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Finli completes 11th acquisition in under 4 months
The Finli Group, the national adviser with over £5bn in assets under advice, has brought on a further six advisory firms since…
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Aberdeen Adviser launches new client asset migration service to streamline platform transitions for advisers
Aberdeen Adviser has launched a new Client Asset Migration Service designed to ease the process of moving client assets from one platform to another,…
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World Financial Planning Day returns 8 October to help people build brighter futures
As households around the world continue to feel the impact of inflation and rising debt, Financial Planning Standards Board Ltd. (FPSB) and its global…
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FE fundinfo levels up its forecasting platform with FE CashCalc integration
FE fundinfo, today announced the launch of a strategic integration between its award-winning portfolio analysis tool, FE Analytics, and its cashflow planning solution FE…
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Canada Life appoints Emma Watkins as UK CEO
Canada Life is pleased to announce the appointment of Emma Watkins as UK Chief Executive Officer, effective 1 September 2025, subject to…
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Shackleton acquires the Chetwood Group
Shackleton Advisers Limited (“Shackleton”) is pleased to announce the acquisition of the Chetwood Group, further strengthening its presence in the South West…
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More good news for firms that have written DB pension transfer advice
Expected redress payments arising from Defined Benefit transfer advice remained broadly stable during the second quarter of 2025. First Actuarial’s Redress Tracker…
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New study reveals half of UK financial services customers are vulnerable but many are unaware of this
More than half of financial services customers in the UK would now qualify as being vulnerable, up 7% in one year, according…
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ValidPath launches independent Client Buyout Programme to support advisers to exit and retire
ValidPath, the network for independent financial advisers, has today launched its Client Buyout (CBO) Programme, a comprehensive succession and acquisition solution designed to…
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Navigating customer sentiment: why consistency is key in financial services
Written by Jake Sandford, Smart Money People May brought a slight cooling in customer sentiment across the UK’s financial services sector. While…
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From hurdles to horizons: AI adoption in financial services under the EU AI Act
As EU lawmakers refine the AI Act, financial services firms must navigate a shifting landscape where compliance, innovation and risk management collide.…
