Top 10 Stories: Bumper week for M&A / 9 in 10 advisers rely on client referrals

Top 10 Stories: Bumper week for M&A / 9 in 10 advisers rely on client referrals

• Take your Financial Planning to the next level - Subscribe to Financial Planning Today magazine - print and digital editions  •   ‍  10 Most Read Stories Over Last 7 Days           Titan acquires £600m AUA Devon Planner Goldman Sachs takes stake in The Private Office Titan Wealth completes £6.9bn AUA IWP acquisition Wren Sterling acquires £265m AUA Gloucester adviser Inflows rise 42% for SJP in 2025 despite 63% drop in Q4 Planner salaries and bonuses rise for 12th consecutive year Latest Financial Planning Today Magazine out now Equity release market grows 11% in 2025 UK advice firms support Financial Planning Week PMI claims rise 13% to £4bn record high in 2024 ‍  Financial Planning Vacancies     Title Financial Planner • Birmingham • £50k - £80k / year  ‍  Get Financial Planning Today Digital Package for   just £9.99 a month. Cancel Anytime  • Subscription Offer: Enjoy Unlimited access to articles + get Financial Planning Today Magazine digital edition for just £9.99 per month. Cancel Anytime. Terms apply.    • Take your Financial Planning to the next level - Get Financial Planning Today magazine - premium print and digital editions available •   Your Subscription: Modify your Subscription | Forward this e-mail to a friend | Portfolio Publishing Ltd, Registered Address: Ross + Partners, Argyle House Northside – Suite 1B1, Joel Street, , Northwood, Middx, HA6 1NW, United Kingdom, www.financialplanningtoday.co.uk

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Afternoon Update: Defaqto launches AI-integrated end-to-end Planner tech

Financial Planning News: Defaqto launches AI-integrated end-to-end Planner tech

• 40+ professional job vacancies on Financial Planning Jobs - Find a new role or add your vacancy today •   ‍  3 of Today's Most Read Stories     Defaqto launches AI-integrated end-to-end Planner tech Wren Sterling acquires £265m AUA Gloucester adviser FCA calls for views on the protection gap ‍  Trending stories    Titan Wealth completes £6.9bn AUA IWP acquisition Court orders appointed rep to pay Openwork £230k Bid to include investment trusts in Pension Schemes Bill falters Title Vacancy: Financial Adviser / Chartered Pathway / £55k-£75k ‍  • Get unlimited access to Financial Planning Today stories with a Digital Package. Cancel Anytime  • Enjoy Unlimited access to Financial Planning Today website and magazine content (digital edition) - for just £9.99 a month. Cancel Anytime. Terms apply. Save more with an annual subscription. ‍ • Looking for a career boost? • Financial Planning Today has a jobs hub for Financial Planning and Paraplanning vacancies - click here to see the latest vacancies or post your own vacancy today.  Your Subscription: Unsubscribe ‍ | Click here to view online  | Portfolio Publishing Ltd, Registered Address: Ross + Partners, Argyle House Northside – Suite 1B1, Joel Street, , Northwood, Middx, HA6 1NW, United Kingdom, www.financialplanningtoday.co.uk

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