Fast-growing Financial Planning and wealth management group Loyal North has completed two more acquisitions in Hertford and Essex, adding £56m in AUM.
Read more ...Loyal North adds 2 acquisitions to boost AUM by £56m
- Wednesday, 18 September 2024
- Articles
Advisers favour multi-asset strategies for retirees
- Wednesday, 18 September 2024
- Articles
Clients are turning to multi-asset investment strategies to help them cope with their financial fears in retirement, according to a new provider survey of advisers.
Read more ...Skerritts buys £1bn AUM Harrogate adviser
- Tuesday, 17 September 2024
- Articles
Acquisitive South Coast-based wealth manager Skerritts has acquired £1bn AUM Harrogate advice firm Ellis Bates Financial Advisers for an undisclosed amount.
Read more ...Campaign to promote financial advice aims to reach 3m
- Tuesday, 17 September 2024
- Articles
Professional advisers' review site VouchedFor has joined forces with global asset manager BlackRock and adviser investment platform Fundment to launch a 2025 Guide to Top Rated Financial Advisers.
Read more ...Brooks Macdonald buys £1.19bn AUM Norwich Planner
- Tuesday, 17 September 2024
- Articles
Wealth manager and Financial Planner Brooks Macdonald has acquired Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.
Read more ...Fintel profits climb 7% to £9.6m
- Tuesday, 17 September 2024
- Articles
Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, said profits climbed 7% to £9.6m in the six months to the end of June.
Read more ...Dubai Financial Planning firm hires 2 new partners
- Tuesday, 17 September 2024
- Articles
Dubai-based wealth manager and Financial Planner GSB has recruited Paul Waterman and Craig Holding to join its GSB Wealth division.
Read more ...180 new Financial Planners graduate from SJP Academy
- Monday, 16 September 2024
- Articles
The St James’s Place Financial Adviser Academy has welcomed 180 newly-qualified advisers to a career in Financial Planning.
Read more ...FCA retirement review nudges advisers to change processes
- Monday, 16 September 2024
- Articles
Two-thirds of advisers (66%) say they have changed their processes as a result of the FCA’s Thematic Review of Retirement Income Advice published earlier this year.
Read more ...Phoenix scraps sale of Sun Life
- Monday, 16 September 2024
- Articles
Retirement and insurance firm Phoenix Group, owner of Standard Life, has scrapped plans to sell its over-50s insurance specialist Sun Life.
Read more ...