Should financial services firms partner with sports clubs?
There could be commercial benefits for companies as well as the opportunity to educate players
Beaufort
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Why I became a financial adviser…
Billy Moss was a professional rugby player before joining Beaufort Financial
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PE-backed advice company buys Beaufort Group
Acquirer was set up last year by former CEO and CFO of Quilter Financial Planning
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Private equity-backed consolidator withdraws advice firm bid
Would-be acquirer unable to make the company fit its model
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How risky is asset stripping in the financial advice sector?
If you take the relationships out of the business, is there are real value left?
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PEOPLE MOVES: Zurich, Hargreaves Lansdown, Transact
Insurer reshuffles global senior management, while platform’s head of research departs
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IFA firm buys Beaufort Group
As it plans up to 20 more acquisitions to create regional hubs
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Is AuM the best way for advice firms to segment clients?
Increasing regulatory requirements have made the process seem like a ‘daunting task’
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PEOPLE MOVES: Beaufort Financial, Barclays, Brown Shipley
Wealth firm hires head of advice, while private bank creates global family office role
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Will pandemic-induced drawdown cause depleted retirement pots?
As 51% of Brits aged 55 and over admit they know little about the pension freedoms rules
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Covid and technology: what works?
IA catches up with European advisers and wealth managers to find out
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Lack of PI insurance biggest ‘struggle’ for advisers in 2020
With number of insurers in the space largely contracted