US wealth management fintech AssetMark Financial Holdings has acquired cashflow modelling software firm Voyant in a £104m deal.
Read more ...Tilney Smith & Williamson buys £450m AUI Financial Planner
- Wednesday, 03 March 2021
- Articles
Wealth manager Tilney Smith & Williamson has acquired Surrey Financial Planner HFS Milbourne which has approximately £450m of client assets under influence.
Read more ...Chancellor set to deliver Budget at lunchtime
- Wednesday, 03 March 2021
- Articles
Chancellor Rishi Sunak is expected to make protecting jobs and business - and boosting recovery chances - core elements of his Budget set to be announced in the House of Commons at 12.30 pm today.
Read more ...Blue Gate enters liquidation after FCA censure
- Tuesday, 02 March 2021
- Articles
Blue Gate Capital has entered liquidation following censure from the FCA over investors who lost money investing in the Connaught Income Fund.
Read more ...Royal London acquires fintech Wealth Wizards
- Tuesday, 02 March 2021
- Articles
Royal London has acquired fintech firm Wealth Wizards from Liverpool Victoria for an undisclosed sum.
Read more ...AJ Bell adds responsible MPS range
- Tuesday, 02 March 2021
- Articles
Investment platform AJ Bell Investcentre has launched a responsible managed portfolio service range for financial advisers.
Read more ...Private equity firm ups bid for AFH
- Tuesday, 02 March 2021
- Articles
Private equity firm Flexpoint Ford has increased its acquisition bid for Financial Planning group AFH Financial.
Read more ...Radiant hires head of Financial Planning
- Tuesday, 02 March 2021
- Articles
IFA consolidator Radiant Financial Group has appointed Alan Hopley as head of Financial Planning & Analysis.
Read more ...Tavistock reviews leadership team incentives
- Tuesday, 02 March 2021
- Articles
Tavistock is to review its leadership team incentivisation at a general shareholders meeting as it looks to remove the use of share options in a bid to boost profits.
Read more ...LIBF launches new retirement planning qualification
- Tuesday, 02 March 2021
- Articles
The London Institute of Banking & Finance (LIBF) has launched a new retirement planning qualification.
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