IFAs warned not to delay succession planning
Research reveals only 31% of IFAs see it as ‘vital’
IFAs
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Simplify: Should financial advisers embrace AI?
Just 6% of IFAs currently use AI tools in their services to clients, according to data from Opinium
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Söderberg & Partners acquires stakes in three more IFA firms as UK push ramps up
Swedish firm’s UK spree continues
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Söderberg & Partners says UK advice market a ‘top strategic priority’ as it takes stakes in more firms
‘Numerous attractive businesses’
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Six in seven advisers have clients going leveraged long on stocks or shorting
Four in five advisers expect their clients’ use of leveraged ETPs to increase
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Ascot Lloyd names new chief executive
Hired from Royal Bank of Canada
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Evelyn Partners makes double hire to IFA sales team
Joe Sheehan and Ben Sims brought on board
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Men first use an adviser six years earlier than women
Research also looked at how people find an adviser
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Nine in 10 advisers expect sector M&A to accelerate
Smaller companies finding it increasingly harder to compete
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Two thirds of advisers advising on cash after spike in client demand
Up 47% since a similar survey carried out in 2021
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Quilter assets climb to £111.6bn as IFA inflows jump 400%
Review of appointed representative firms to commence shortly
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Hoxton Capital Management snaps-up two IFA firms
Alpha Financial Services and Bartholomew Financial Planning