Copia Capital Management has launched five risk-rated portfolios to address decumulation risks and help advisers meet the new Consumer Duty rule to, “avoid causing foreseeable harm.”

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Wealth manager and Financial Planner Succession Wealth - recently bought by Aviva for £385m - has acquired £170m AUA Edinburgh-based IFA Spence & Spence for an undisclosed sum.

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Investment markets are moving into a new “golden age” of strong dividend returns, according to a global equities investment manager.

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The most-bought funds and investment trusts in April included global equities, commodities and renewables - tentatively suggesting investor confidence is starting to return.

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Adviser platform Nucleus has expanded its advisory board by appointing appointed NextWealth founder Heather Hopkins as chair. 

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Wealth manager Quilter Cheviot has hired Margaret Schmitt as responsible investment analyst from infrastructure consulting firm AECOM.

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Plymouth-based national IFA Continuum has reported assets under influence up 13% year-on-year to a record £1.72bn at the end of the first quarter of 2023.

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The FCA has stepped up its crack down on illegal crypto ATMs.

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High Net Worth individuals are being put off ESG investments due to poor returns, scepticism and mistrust, according to a new study by a Chartered Financial Planner firm.

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One in four large employers (26%) have reported a rise in the number of employees actively opting out of their pension scheme, according to new research.

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