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Brooks Macdonald

Brooks Macdonald Group names Andrea Montague as next CEO

People

Brooks Macdonald Group names Andrea Montague as next CEO

Andrew Shepherd to retire after 22 years with the group

clock 24 June 2024 • 2 min read
Seven years is the 'magic number' for decumulation strategy

Retirement income

Seven years is the 'magic number' for decumulation strategy

‘Beyond that clients should take the biggest risks they are willing to’

clock 23 April 2024 • 1 min read
Time and patience: Will the British ISA revitalise UK equities?

ISAs

Time and patience: Will the British ISA revitalise UK equities?

'The UK stock market currently navigates choppy waters'

clock 28 March 2024 • 3 min read
Brooks Macdonald and IG Group scale back staff to cut costs

Investment

Brooks Macdonald and IG Group scale back staff to cut costs

Two financial services firms cutback staff

clock 31 October 2023 • 1 min read
Brooks Macdonald's MPS grows to 20% of £16.8bn AUM

Your profession

Brooks Macdonald's MPS grows to 20% of £16.8bn AUM

The firm says it is ‘well positioned to support clients and advisers’

clock 14 September 2023 • 1 min read
Ex-Brooks Macdonald director launches wealth management firm

Your profession

Ex-Brooks Macdonald director launches wealth management firm

Five Horizons will join P1 alongside other investment managers

clock 04 September 2023 • 1 min read

Investment

Brooks Macdonald: Theming diversification for a new world

Investment specialists join PA for a specialist investment webinar

clock 08 March 2023 • 2 min read
Brooks Macdonald partners with Intelliflo on advice tech

Technology

Brooks Macdonald partners with Intelliflo on advice tech

Tech will support ‘significant growth’ plans in advice space

clock 22 February 2023 • 1 min read
Parmenion adds two more DFMs to expand platform offering

Platforms

Parmenion adds two more DFMs to expand platform offering

DFM solutions from Morningstar and Brewin Dolphin to be available

clock 20 December 2022 • 1 min read
Parmenion MPS solution goes live for platform member usage

Platforms

Parmenion MPS solution goes live for platform member usage

Advisory Models PRO tool focuses on meeting Consumer Duty outcomes

clock 14 December 2022 • 1 min read
123
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Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
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