Industry
Wealthspire acquires $1.2bn Indiana-based advice firm
The transaction takes Wealthspire’s AUM to around $3bn in the Indianapolis market
FCA launches review into claims management market over ‘misleading’ tactics
The review will look into concerns that claims management firms are signing consumers up without their consent
People Moves: Aberdeen, Muzinich & Co, Standard Life
We round up the latest job changes in the industry each week
Clifton Wealth acquires Hertfordshire IFA as adviser retires
Dukes IFA is based in Bushey, Hertfordshire, and has built a client base concentrated within a five-mile radius
Best Practice | 4 May 26
Why fiduciary duty isn’t optional (even when it feels inconvenient)
This is the gap between suitability and fiduciary duty and it’s one the industry is still arguing over, according to Sam Instone of AES International




