Redmill Advance buys financial adviser training provider
It is the company’s first acquisition of 2023
Redmill Advance
-
-
Adviser training provider creates CPD reporting tool
Software is a ‘natural evolution’ for the company
-
Financial adviser training provider sold
Founder will continue to be involved in the business
-
How advisers can get investment recommendations right
‘No one wants to pay more than they have to for a given product’
-
How pension age rise will impact retirement plans
It ‘is not the end of the changes we will see’ in the sector
-
How will the health and social levy impact UK advice clients?
There are some steps that advisers ‘may want to consider’
-
How advisers can be proactive with clients
It might be the right time of year for investors to look ‘towards achieving their financial goals’
-
PEOPLE MOVES: Schroders Personal Wealth, IQ-EQ, FE Fundinfo
Advice business hires chief client officer, while investor services firm makes c-suite change
-
Devere partners with financial services training firm
To expand education opportunities for its staff globally
-
SJP partners with financial services training firm
To help with learning solutions across the group, including its academy