One end of year deal has made some people very happy.
US wealth manager Creative Planning has bought Maseco Private Wealth a London-based firm that specialises in giving advice to US citizens living in the UK, Citywire reports. There’s £3.6bn under management – an obviously wealthy niche but the founders must be pretty pleased.
If you want the full story of consolidation, Professional Adviser reports on all the advice firm acquisitions that have taken place in 2025. Link here.
AdviserSoftware.com has added Dynamic Planner, FE fundinfo, Marloo and True Potential to its AdviceTech AI comparison service.
Firms can assess propositions online and generate comparison reports to help identify the most suitable AI services to meet their needs. Money Marketing reports. I do think this will prove to be an increasingly important service in the next year or two.
There is a strong sense of the trade websites taking stock with some experts, this year.
Talking to Investment Week, star investment trust manager Nick Train discusses mulling going into private equity and why he won't apologise for apologising.
Intelliflo CEO Nick Eatok, interviewed in Professional Adviser, discusses the new owners belief in the UK advice sector and how technology never stands still.
The Pensions Regulator has launched a consultation on its new code of practice for multi-employer collective defined contribution schemes, Corporate Adviser reports.
IFA Magazine reports on the Bank of England’s decision to cut the base rate to 3.75% and discusses what it means for the mortgage and housing market in 2026.
A festive story. A brief survey of Health and Protection readers shows that advisers generally support client-facing staff wearing Christmas jumpers, but the complexity of the debate reflects the importance of the sector's position. Bah humbug. Or Merry Christmas.
