Mattioli Woods and Kingswood to merge
Combined firm will serve over 25,000 clients
financial planners
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Openwork sells 30% stake to US private equity firm
Elena Lieskovska joins the Openwork board
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Shackleton acquires London-based PK Financial Planning
Acquisition brings in over £200m in assets
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Quilter adds Belfast firm to advice network
Follows the recent appointments of two other Northern Irish firms
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Quilter adds Forseti Wealth Partners to advice network
Founded by advisers James Harvey and Archie Wilson
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Evelyn Partners makes triple hire in northern England
Appointments made across Leeds and Newcastle offices
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Lumin Wealth acquires Professional Financial Centre
The deal will add over £50m of assets under management
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Quilter adds three financial planners to network with ‘many more’ on the way
Cheshire-based Efinity Wealth among the new appointed representatives
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CISI to hold Financial Planning Week from 27 January
“An opportunity for financial planners to give back”
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Plannr Technologies and Transact team-up on income statement service
Aiming to “supercharge the efficiency of financial advisers”
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Adviser exodus looms with half planning to retire in the next five years
One in three said they intend to retire before age of 50
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Nine in 10 advisers expect sector M&A to accelerate
Smaller companies finding it increasingly harder to compete