4+ day, 5+ hour ago   (322+ words) One of the leading adviser support providers, Technical Connection, is to end its support for the wider advice market outside St James's Place, Financial Planning Today understands. The company, owned by wealth manager St James’s Place since 2016, has written to…...

1+ week, 3+ day ago   (249+ words) Lync Wealth Management, part of 7IM, has acquired two Belfast-based Financial Planning firms to expand its presence in the region. Carleton Financial Planning and RJ Savage Asset Management will become part of Lync, adding £300m in Assets Under Advice (AuA). Added to…...

1+ week, 5+ day ago   (340+ words) Rapidly expanding national Financial Planning firm Perspective Financial Group has hired a new chief operating officer and made a number of senior hires. The new chief operating officer is Iain McKenzie who has many years of experience in operational leadership,…...

1+ week, 6+ day ago   (299+ words) Pensions technology provider iPipeline has today completed the acquisition of industry collaboration fintech Origo following approval from the UK Competition and Markets Authority. The firm said the acquisition for an undisclosed amount expands its presence in the UK wealth and…...

2+ week, 5+ day ago   (379+ words) Colin Lawson, the founder of leading North West-based Financial Planning firm Equilibrium, has died at the age of 56 after a short illness. Sovereign Capital Partners, the former private equity owner of South Coast-based Financial Planner Shackleton, acquired a majority stake…...

2+ week, 6+ day ago   (300+ words) Life and pensions business Chesnara said assets under administration rose 38% to £21bn in the first half of 2026. Publishing interim results today it said adjusted operating profits in the period climbed 46% to £31m. Steve Murray, group CEO, said: “Chesnara has delivered a very…...