Financial planning group makes 60th acquisition
Deal adds £175m in client assets
Succession Wealth
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Succession Wealth acquires UK financial planning firm
Company sees ‘plenty of interesting opportunities in the market’
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IFA firm makes double acquisition
Company has now bought 58 advice businesses since 2014
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IFA firm up for sale for £400m?
Company’s private equity owner will reportedly launch an auction during 2022
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PEOPLE MOVES: Canada Life, DFSA, Brooks Macdonald
Senior manager leaves life insurer after 11 years, as Dubai regulator names chief executive
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PEOPLE MOVES: Zurich, Morningstar IM, Prudential
Group CIO leaves insurer, while investment manager makes c-suite change
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How are UK advice firms planning for the end of lockdown?
‘Face-to-face meetings will quickly become the exception rather than the norm’
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UK financial planning firm unveils sports and entertainment arm
Unit will offer stars advice and education to help with the unique challenges of their careers
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How practical are apprenticeships for the advice sector?
With a multitude of academies – do they still have a place?
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PEOPLE MOVES: HSBC, Succession Wealth, Nedgroup Investments
Bank makes c-suite changes in its wealth unit, while advice firm hires chief commercial officer
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Succession Wealth teams up with tech company
In a bid to tackle ‘one of the biggest challenges for adviser firms’
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UK financial planner moves headquarters to Birmingham
Firm says it was a ‘logical choice’ and the city has become a ‘major attraction for large businesses’