Companies

Companies | 28 Mar 24

What does it mean for a financial services firm to be a B Corp?

Obtaining the certification is not the end of the journey but the beginning

Close up arrow signs on asphalt city road

Companies | 11 Mar 24

Mattioli Woods receives £432m takeover bid

If approved, the deal would see the wealth manager transition to private ownership

Companies | 16 Jan 24

MPS analysis site for advisers launched by former Atomos distribution head

Lawrence Cook has launched Mabel Insights

SDR - text concept on wooden cubes with gradient blue background

Companies | 11 Jan 24

Passives to be ‘significantly underrepresented’ in SDR labels

Morningstar analysis shows high number are not within the scope of FCA labelling regime

Companies | 20 Jun 23

Tech firms join forces to bolster adviser offering

IFAs ‘need to be available on the channel of the client’s choice to build long-term relationships’