Latest News - Jack Gilbert
Brokers and advisers face fee cut following big 2018 hike
Advisers will see a fall in their Financial Conduct Authority (FCA) fees this year, following a consultation published this morning by the regulator
Lighthouse shareholders set to vote on Quilter offer
Lighthouse shareholders are set to vote on Quilter’s £42 million offer, with the national advice firm needing 75% in favour for the deal to go ahead
Mifid II prompts Rathbones DFM advice bonus rethink
Rathbones has re-thought bonuses paid to advisers by its network business, Vision, which linked rewards to assets placed with discretionary fund managers (DFMs)
Nucleus posts 33% profit jump in 'challenging' 2018
Wrap platform Nucleus saw its profits jump 33% in 2018 despite a ‘challenging market environment’.
Mattioli Woods' Belfast buy boosts Northern Ireland exposure
Wealth Mattioli Woods has acquired Belfast-based small self-administered scheme provider SSAS Solutions to expand its presence in Northern Ireland
Former Tilney risk head joins advice major to head SMCR
Susan Puddephatt joins Succession to help it with the new Senior Managers and Certification Regime.
Nicky Morgan gives FCA advice after mini-bond collapse
The MP has written a letter to the FCA in response to the collapse of £236 million mini-bond provider London Capital and Finance
Nick Hungerford among six directors to exit Nutmeg
The UK’s largest robo-adviser Nutmeg has restructured its board with six members stepping down
FCA to probe IFAs' business links with wealth firms
The FCA will look at advisers’ relationships with DFMs in its RDR review later this year
Ex-Cofunds boss to lead SJP-owned Rowan Dartington
Former Cofunds chief executive David Hobbs has resigned from his position at Aegon to replace Graham Coxell as chief executive of Rowan Dartington.
What Quilter/Lighthouse tells us about consolidation wave
Since the beginning of this year at least 14 deals have been announced but how do valuations in the financial advice and wealth management sector look like?
Why are so many wealth managers desperate to pack it in?
Increased regulation, Brexit, short-termism - with so many pressures piling up, it comes as no surprise wealth manager job satisfaction is on the decline.
Top 30 under 30: how wealth firms can appeal to young talent
The young guns of 2019 tell us industry’s boorish and boring image must be tackled.