Shackleton acquires London-based PK Financial Planning
Acquisition brings in over £200m in assets
Author: Alex Sebastian
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PEOPLE MOVES: Quilter Cheviot, Troy AM, Fidelity International
Investment strategist joins the firm
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AJ Bell sells-off Platinum SIPP and SSAS for £25m
Platinum SIPP has 3,600 customers with £3.2bn of assets
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Spring Statement 2025: ISA reform prospects welcomed as ‘a real opportunity’
Government commits to looking at options
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Mirabaud: Investors need to rethink the energy sector
John Plassard, senior investment specialist, lays out his thoughts
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Flagstone warns against FCA pressuring people to ditch cash
FCA chair indicated the regulator would like to encourage UK investors to buy stocks
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Quilter adds Belfast firm to advice network
Follows the recent appointments of two other Northern Irish firms
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Advisers’ ongoing fees creeping up towards 1%
NextWealth report explores pricing structures, fee trends and how advisers are adapting
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PEOPLE MOVES: Rathbones, Invesco, Fidelity International, Sparrows Capital, Towers Watson
Chief executive to retire in September
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Advised platform assets jump to £616bn as bond sales rise
Up by 12.5% in the last quarter of 2024
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Quilter adds Forseti Wealth Partners to advice network
Founded by advisers James Harvey and Archie Wilson
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Quilter dominates Defaqto MPS performance awards
The wealth manager won the Cautious, Balanced and Growth categories