Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard
UK
-
-
Private client services provider opens London office
Group will offer a range of financial, legal and lifestyle services for ultra-high net worth individuals
-
Financial planning business snaps up UK advice company
Owner of acquired firm has decided to take a step back from advising
-
Newly-launched financial planning firm makes first acquisition
Adding around £45m in assets under management
-
UK-based model portfolio service provider raises £10m
Backers include a private equity firm and a former Interactive Investor CEO
-
Fake financial adviser jailed for five years
After he defrauded vulnerable clients of nearly £900,000
-
PE-backed IFA group buys UK financial planning firm
Deal adds £62m in AuM
-
European wealth manager invests in three UK advice firms
Company says it is ‘not in the business of buying and consolidating’
-
PE-backed advice firm makes double acquisition
Both businesses will remain at their current offices
-
IFA consolidator makes double swoop
Deals take the company’s assets under advice to £450m
-
Wealth manager buys UK financial planning firm
As it bids to reach £1bn AuM over the next few years
-
Former The Fry Group financial planner sets up UK firm
To help clients make ‘wise investment decisions and minimise tax liabilities’