Isabel Baxter

The Financial Services Compensation Scheme (FSCS) has declared Kapwealth, formerly Titan Investment Partners, in default over pensions and investment advice.

Industry commentators have said Shackleton’s acquisition of Hurst Point will cement the firm as a major competitor in the UK advice market, while warning the integration process is likely to result in some redundancies as the combined business looks to realise efficiencies.

Alasdair Conway has officially stepped into his newly created role as vice chair of client coverage for FNZ, while Andy Brodie has assumed day-to-day leadership of the UK operation.

Treasury-backed National Savings & Investments (NS&I) will begin contacting estates affected by its bereavement tracing failures from 27 May, as it moves to repay £367m owed to around 34,000 estates.

Murphy Wealth has reported record turnover and assets under management (AUM), as the Glasgow-based financial planning firm approaches its 50th anniversary next year.

Consolidation is transforming the financial advice market but as deal activity matures, industry attention is increasingly shifting from acquisition strategy to integration capability, writes Isabel Baxter

MLP Wealth chartered financial planner Sean Standerwick joins Professional Adviser news editor Isabel Baxter in the studio to talk about his experience going through the management buyout process and the challenges that involved.

The FCA’s Scale-up Unit has sparked an important debate about which firms are seen as the future success stories of UK financial services – and if smaller firms are at risk of being overlooked.

Consolidation has been said to have ‘reshaped financial planning’, but the next phase of M&A may be defined less by who is buying firms, and more by how those firms are run.

In the Next Generation Advisers interview series, news editor Isabel Baxter introduces the next generation of advisers and highlights how they are planning to make their mark. Today’s featured adviser is Marble Financial Planning’s Ryan Davies...