Business and Development
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WHEB Asset Management acquired by Foresight Group
Impact investor, WHEB Asset Management LLP (“WHEB”) is pleased to announce the acquisition of the business by Foresight Group Holdings Limited (“Foresight”). Foresight…
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Dynamic Planner enriches ATR with launch of Financial Personality Insights
Dynamic Planner, the UK’s leading digital advice platform, has enhanced its market leading Attitude to Risk (ATR) questionnaire with the launch of…
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Preventing and understanding data theft in your organisation
Your data is more than just numbers and files – it’s the lifeblood of your organisation. Imagine a single moment of vulnerability…
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Schroders set to adopt all four SDR labels spanning 16 funds
Schroders, the global active investment manager, today announces it is set to adopt all four of the Financial Conduct Authority’s (FCA) Sustainability…
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Evelyn Partners announces the sale of its Fund Solutions business to Thesis
Evelyn Partners Group Limited (“the Group”) announces that it has entered into an agreement to sell its Fund Solutions business, operated by…
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Scottish schoolgirls make final cut in prestigious investment competition
Eight teams of Scotland’s brightest young female students have secured their place in the finals of a nationwide competition aimed at encouraging…
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Canada Life appoints new Managing Director for its retirement business
Canada Life has appointed Peter Maddern as Managing Director of Retirement, effective from mid-February 2025 subject to regulatory approval. Peter will join…
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Quilter adopts VouchedFor’s Elevation system to support its advice network
Quilter Financial Planning has adopted Elevation, VouchedFor’s enhanced client survey system, to further support its network of advisers. The FCA’s Consumer Duty…
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Titan Wealth expands with acquisition of Advisa Wealth
Titan Wealth is proud to announce the acquisition of Advisa Wealth, a Jersey-based financial advisory firm, subject to regulatory approval. This strategic…
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Platforms in 2025: let’s get ready to rumble says Novia Global’s Linda Johnstone
In her latest blog for IFA Magazine, Novia Global’s Linda Johnstone (pictured) identifies three key areas where she believes that platforms will…
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