IFA company buys Yorkshire financial planning firm
Acquired business will become part of the group’s newly created remote advice arm
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Acquired business will become part of the group’s newly created remote advice arm
Deal adds £167m of assets under management to the group
Industry must ‘ensure that we provide advice in a way which works for the next generation’
Professional body names president, as advice firm hires head of network
Deal adds around £250m assets under management to the group
‘The variety of client types in the market means that there will never be a one-size-fits-all solution’
‘Face-to-face meetings will quickly become the exception rather than the norm’
Which adds £150m in client assets
Wealth giant names chief digital and information officer, while UK firm expands international service
Acquisitions take the company’s assets under management to almost £4bn
Deal brings around £270m assets under management to the group
As it rebrands the business