Introducing PA Adviser
Focus will be on UK financial advice businesses
UK Adviser
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Titan Wealth snaps up Bristol-based advice firm
Whose chief executive will head up Titan’s financial planning division
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Quilter launches app hub within platform
Allows advisers to access real-time data and streamline processes
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Adviser network partners with regtech provider to better assess vulnerable clients
Enabling advisers to successfully identify vulnerable client characteristics
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76% of advisers plan to retire in the next 10 years
More than half haven’t told their clients yet
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Downing unveils four multi-asset fund-of-funds
Range will be available for UK financial advisers from June
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Wealth management veterans acquire financial advice company
Duo eye further M&A deals in 2023
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IFA firm makes second acquisition of 2023
Company is keen to buy the businesses of advisers planning to retire
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Most advice firms ‘don’t want to be a platform’
Morningstar Wealth’s Mark Sanderson says it is hard enough just being an adviser
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Advice company buys UK wealth firm
This is the group’s sixth acquisition in the last 18 months
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PE-backed IFA group buys UK financial planning firm
It is the company’s second deal of 2023
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Founder of Glasgow-headquartered Sipp provider dies
He also founded an IFA business which is now part of True Potential