Poor M&A due diligence will come back to haunt advice firms
‘Smart buyers’ are starting to accurately value a business
SimplyBiz
-
-
SimplyBiz Group rebrands as Fintel
Joint CEO says there are ‘two types of acquisition that really interest’ the company
-
PEOPLE MOVES: FCA, Ascentric, HSBC
UK financial regulator makes c-suite changes, while wealth platform names CEO
-
PEOPLE MOVES: AllianceBernstein, EFG, SimplyBiz
UK investment firm chief executive steps down, as private bank makes c-suite change
-
Training at SimplyBiz adviser academy found wanting
Ofsted inspection says ‘insufficient progress’ on meeting apprenticeship requirements
-
SimplyBiz teams up with Aviva fintech subsidiary
In a bid to provide a low fee digital investment option for advisers
-
‘Innovation’ lacking in financial advice M&A market
Industry should seek an ‘alternative’ to consolidator ‘marketing war’
-
SimplyBiz partners with M&A specialist to grow buy-out scheme
It has received interest from over 100 financial advice firms
-
Simplybiz unveils buy-out scheme for advisers
As it hires a former Sanlam chief executive to run the programme
-
SimplyBiz rolls out vulnerable client hub
As Frenkel Topping creates financial advice joint venture with spinal cord injury charity
-
Adviser demand for Will and estate planning training skyrockets
Pandemic has sparked a ‘hugely unfortunate’ growth of interest in the ‘bedrock of financial advice’
-
Financial services provider buys fintech firm for £74.3m
Acquisition will create a single fintech and support services group