My Pension Expert’s private equity backer Palatine has sold the firm to Valeas Capital Partners in a deal that is expected to complete by the end of the year after a four-year partnership.

Open finance has the potential to be an “existential threat” to the advice market if ignored by advisers, according to Financial Technology Research Centre founder Ian McKenna.

Andy Burnham has taken the keys to No. 10. We’ve got a new Chancellor, John Healey, in No. 11. Larry the cat, chief mouser to the Cabinet Office (his official title) since 2011 is still in place. But ...

Within six months, that investment went to virtually nothing," explains Quilter Investors CIO Marcus Brookes. "That set me on the road to find out what the hell happened." Speaking to PA's sister ...

Changes to the 2021 pension transfer regulations are a step in the right direction but risk falling short of their objectives without clearer guidance for schemes and administrators, the pensions ...

Torsten Bell will remain in his role as pensions minister following prime minister Andy Burnham’s reshuffle. According to the government's list of ministerial appointments, updated last night (22 July ...

Söderberg & Partners' acquisition of Benchmark has been seen as a strategically logical move but the Swedish wealth manager's long-term success will depend on retaining advisers and successfully ...

Tess Lee concludes her trio of articles for PA with a look at the invisible cost of poor client data... Most advice and wealth management firms already know that poor client data creates inefficiency.

As part of the move, RMS Financial has become Nine Edge Wealth (Edinburgh), while Wealth Professional has become Nine Edge Wealth (Scotland). The rebrand follows a period of growth for Nine Edge ...

IM CEO Dean Proctor shares his thoughts on new PM Andy ...

On 22 July, Tim Carr, Investment Director and Ella Davies, Multi-Asset Fund Manager at Schroders led an insightful session on ...

Tavistock Investments (Tavistock) and Titan Wealth Services (Titan) have agreed to settle legal proceedings that centred on a failed ten-year strategic partnership agreement.