Business and Development
-
Calling all POWER Planners – Sam Patterson, Equilibrium FP, highlights the PFS POWER initiative and how you can get involved
What is financial planning? Ask a room full of financial planning professionals, and you’ll likely receive a variety of answers. Each planner,…
-
Guest insight | Acuity Knowledge Partners’ Devireddy highlights how tech is reshaping asset management due diligence
In this analysis, Sailaja Devireddy, Global Head of Financial Marketing Services, Acuity Knowledge Partners, looks at digital due diligence platforms – the…
-
M&A deals by HNWs and family offices jump 13% in the past year finds Pinsent Masons
The number of UK M&A deals undertaken by High-Net-Worths (HNW) and Family Offices increased by 13% in the past year, reaching 34…
-
Advice firms more than double client onboarding over the past year – fuelling desire to digitise vast majority of processes
Financial advisers have more than doubled the number of clients onboarded each week over the past 12 months, a 116% rise year-on-year,…
-
Evelyn Partners appoints new Head of Financial Planning Advice
Evelyn Partners has announced today that it has appointed Philip Lewis to the new position of Head of Financial Planning Advice. Philip…
-
Wedding bells to alarm bells: how divorce risks family businesses
Written by Katie O’Callaghan, Partner at Boodle Hatfield LLP Divorce is rarely simple—but when there are significant or complex wealth structures involved,…
-
Succession planning is now embedded in strategy: 73% of IFA owners have a plan
Gunner & Co., the UK’s leading M&A brokerage for financial planning firms, has found that succession planning is now firmly embedded in…
-
SmartSearch and Plannr partner to deliver seamless AML compliance for wealth management firms
SmartSearch, the UK’s leading provider of digital anti-money laundering (AML) and compliance solutions, is pleased to announce a strategic partnership with Plannr,…
-
BareRock appoints Lee Robertson as non-executive director
BareRock, the digital-first Professional Indemnity Insurance (PII) provider, today announced the appointment of Lee Robertson as Non-Executive Director and Head of Strategic Partnerships. Robertson…
-
Nucleus launches ‘Voice of the Adviser Survey’
Nucleus has launched a new survey for 2025, exploring the issues that matter most to its users. Tapping into its network of…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.