HeyJaredJenna Brown
- Indexed articles, last 90 days
- 23
- Latest publication
- Sep 28, 2026
- Outlet visibility, for Professionaladviser
- Top 5M sites
- Earliest in this view
- Jul 9, 2026
Latest articles
'We persevere': Catalyst Partners on unwavering client commitment (opens the original)
Read excerpt
After completing 200 merger and acquisition deals in the financial advice space, the Catalyst Partners are, by their own admission, veterans in the field. The quartet of dealmakers, Roderic Rennison, John Chapman, Martyn Laverick and Andrew Cumming, have been in financial services for long enough to know how to get the best possible outcome for clients and, importantly, what works for them – and what doesn't. Laverick tells PA the 200 figure is a collective effort, over a number of years, and th
Deputy editor's view: Rocking out at the UK Platform Awards (opens the original)
Read excerpt
The Park Lane Hilton was jam-packed with the big names from across the platform world. I was also in attendance. We were treated to some rocking entertainment from financial services band Consumer Duty, to boot. The first award of the night went to PA's own news editor Isabel Baxter, who scooped Leading Platforms Journalist. Quilter once again triumphed to take home the Platform of the Year award, with Transact and Aviva in second and third, respectively (also the same as 2025). This year also s
Kate Gannon takes over as next PFS president (opens the original)
Read excerpt
She was installed during an official ceremony at the organisation's annual general meeting. Gannon was appointed president at the July PFS board meeting, having previously served as vice-president. Craig Palfrey is the new vice-president. Gannon has been a director of the PFS board since February 2025, and is a founder of Themis Wealth Management, based in Cornwall. She is a chartered financial planner and fellow of the PFS. Gannon won Chartered Financial Planner of the Year in 2016/17 and has p
Advice firms slow new tech adoption (opens the original)
Read excerpt
Its latest report, Advice Tech Stack: Adviser Reviews, said there was a clear trend among firms to hold back from adding more technology. The research found just 13% of firms surveyed planned to add a new technology partner in the next 12 months, down from 34% in both 2024 and 2025. NextWealth said it concluded that tech adoption increased as a result of external factors, such as the Covid-19 pandemic, regulatory change and the rise of generative artificial intelligence. The firm said advice fir
Discretionary manager Lulworth Investment Partners links with Third Financial (opens the original)
Read excerpt
Third Financial, a technology-led platform specialist within the Nucleus group, said the partnership was a vote of confidence in its proposition. Lulworth is a discretionary investment management firm focused on high-net-worth clients. The firm said it needed a custody and platform partner that could support its clients' complex needs. Lulworth head of investment Harry Sevier said: "When building Lulworth, it was important for us to find a partner whose service model aligned with the personalise
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
Top 5M sites
For Professionaladviser, the outlet · Measured Aug 1, 2026
Website popularity band, not a count of readers or article views.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.