IFA M&A boom expected to continue
Underpinned by regulatory pressures and retirements
Industry
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Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future
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Euan Munro exits CEO role at Newton IM
CEO Euan Munro and CIO Mitesh Sheth leaving the firm
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James Rainbow joins St James’s Place Wealth Management as CEO
Rainbow previously headed up UK distribution at Schroders
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Quilter hires tax and trust specialist to work with advisers
Joins the firm from M&G Wealth
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Professional investors targeting risk-on assets to meet retirement needs
Only 60% of investors surveyed said they are prepared financially for longer life cycles
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Beyond Finance Awards: Winners revealed!
The awards recognise those who are driving positive change through philanthropic endeavours and commitment to diversity and inclusion
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Marlborough expands multi-asset range
Range has added an extra two strategies and reduced charges
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Shackleton acquires London-based PK Financial Planning
Acquisition brings in over £200m in assets
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PEOPLE MOVES: Quilter Cheviot, Troy AM, Fidelity International
Investment strategist joins the firm
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Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments
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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