UK wealth manager makes eighth acquisition
Adding £95m in assets under management
Lumin Wealth
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UK wealth manager buys Essex-based financial advice firm
It is the company’s sixth acquisition since 2019
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Is financial advice too expensive – and just for the wealthy?
IA spoke with a number of firms to discuss cost, education, advice-guidance boundaries and value for money
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What can the advice industry do to fill the talent gap?
There could be ‘shortage of advisers in the coming years’ as 76% set to exit sector within a decade
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Wealth manager opens office in Cambridge
A former True Potential financial planner has joined the company to run the operation