Pension fintech firm partners with financial planning business
100,000 people every month in the UK are planning for their retirement by searching on Google
UK Adviser
-
-
UK advice company buys IFA firm’s client book
Acquired business was looking for a ‘safe pair of hands’
-
Investment firm unveils alternative asset platform
As it partners with fine wine fund provider
-
IFA network unveils succession solution for advisers
It will facilitate the sale and purchase of financial advice firms
-
Long duration assets can play ‘important role’ in portfolios
To protect returns against the volatility expected in the months ahead
-
South African wealth firm aims to ‘disrupt’ UK advice market
‘We believe there’s an opportunity with the one-man bands’
-
Pictet AM reduces exposure to Chinese equities
Country’s worst covid outbreak causing disruption to the economy
-
Wealth manager eyes £1bn AuM by 2025 with acquisition spree
It paused M&A plans during the pandemic
-
60% of advice firm owners eye sale in next three years
‘M&A market is moving away from the dominance of consolidators’
-
Investment manager creates advice M&A matchmaking service
It will facilitate transactions between sellers and buyers
-
Advice firm acquires IFA company
Deal adds £160m in assets under management
-
Advice network unveils financial planning subscription service
To give clients ‘the tools they need to make better decisions’