Hertford-based financial planner makes acquisition
Adding £40m to assets under management
Industry
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CII rolls out campaign to tackle industry talent gap
And address any misconceptions around insurance careers
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M&A specialist launches series to help advisers sell their business
It will run for six weeks and is free to attend
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BNY Mellon IM launches portfolio analysis service for advisers
Who will be able to compare one fund with another or see the impact from combining funds
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3.4m over 75s yet to arrange a Power of Attorney
As older retirees unaware of it’s importance
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Progeny acquires UK IFA firm
Adding £600m of assets under management
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UK firm declared in default in regard to pension advice
With FSCS receiving 14 claims
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Pantheon opens two new offices
Extending its footprint into two important private wealth hubs
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New UK wealth manager launches with first acquisition
Creating a regional hub in the north of England
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Investment specialist opens office in DIFC
As well as obtaining regulatory licence from the DFSA
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Wealth manager takes acquisition total for the year to 19 with latest deal
As it looks to exchange contracts on a further seven deals
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Investment manager Alquity buys fund platform
Boosting Alquity’s AUMA to over $640m