United Kingdom
Investment | 27 Jun 24
Marlborough makes ‘substantial’ investment in Clever Adviser Technology
Marlborough takes ‘significant’ minority stake in Clever, which is a pioneer in the creation of quantitative analysis-driven fund selection and asset allocation services for financial planners in the UK.
Financial planning | 21 Jun 24
Collidr surpasses £3bn AUM as Paradign Norton adopts ‘IntelligentMPS’
Paradigm Norton is one of the largest independent financial planning companies in England with over £1.39bn AUM
Regulation | 21 Jun 24
FCA urges victims to claim compensation over fraudulent adviser activities
It is now making a final call for any remaining victims to come forward
Tax & Regulation | 21 Jun 24
IHT receipts surge 16.6% amid UK election manifesto pledges
OBR’s forecast paints IHT as an increasingly lucrative source of income for the government
Regulation | 20 Jun 24
Two arrested over suspected illegal £1bn cryptoasset exchange
Police seized several digital devices during searches of two residential London properties