IFA company buys Yorkshire financial planning firm
Acquired business will become part of the group’s newly created remote advice arm
IWP
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IFA company buys Hampshire-based advice business
Deal adds £167m of assets under management to the group
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How do you solve a problem like younger clients?
Industry must ‘ensure that we provide advice in a way which works for the next generation’
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PEOPLE MOVES: CII, Private Client Consultancy, IWP
Professional body names president, as advice firm hires head of network
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IFA firm acquires Surrey-based financial planning business
Deal adds around £250m assets under management to the group
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How can UK advisers tap into the growth in DIY investing?
‘The variety of client types in the market means that there will never be a one-size-fits-all solution’
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How are UK advice firms planning for the end of lockdown?
‘Face-to-face meetings will quickly become the exception rather than the norm’
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IFA firm expands UK footprint with M&A deal
Which adds £150m in client assets
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PEOPLE MOVES: UBS, Tilney Smith & Williamson, Blackfinch
Wealth giant names chief digital and information officer, while UK firm expands international service
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IFA firm completes triple deal
Acquisitions take the company’s assets under management to almost £4bn
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IFA firm bolsters Scotland operation with acquisition
Deal brings around £270m assets under management to the group
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IWP names former Succession Wealth adviser CEO of Welsh hub
As it rebrands the business