IFA network completes double M&A swoop
As Mattioli Woods says it plans to keep buying up other firms
Mattioli Woods
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Mattioli Woods splashes out £1.6m on financial planner
Chance to buy firm run by first ever PFS president, Brian Steeples, ‘doesn’t come along every day’
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PEOPLE MOVES: Royal London, Credit Suisse, Hansard
Insurer creates corporate development director role as Swiss bank hires five from UBS
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Sipp market troubles to shake up wealth industry
Mattioli Woods managing director speaks to IA about pensions, M&A, and the future of the industry
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Is Northern Ireland the next big wealth management hub?
The country’s ‘entrepreneurial spirit’ has created ‘opportunities’ in the marketplace
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Wealth manager bolsters pension offering with acquisition
The £4m deal is an ‘important step’ for the firm which wants to continue expanding in the sector
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Three reasons advice firm quit DB pension transfers
Mattioli Woods calls peak of defined benefit valuations
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Mattioli Woods cites PI costs for pension transfer exit
UK-based Mattioli Woods has blamed the increasing costs of professional indemnity (PI) insurance for its decision to exit the pension transfer market.
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Mattioli Woods suspends DB transfer advice service
UK-based Mattioli Woods has stopped providing pension transfer advice service to individuals with safeguarded benefits as the wealth manager undertakes a full review of its work in the area.