Business & Development
-
Succession Wealth acquires DFP Health & Wealth management
Succession Wealth, one of the UK’s largest wealth management and financial planning groups, today announced acquisition of DFP Health & Wealth Management,…
-
Aptia formally launches, becoming the largest private pensions administrator in the UK
Aptia (the “Company”), a dedicated pension, health and benefits administration specialist, today announced its formal launch with 1,100 global clients to support more…
-
The future of financial planning has arrived, for some
Andrew Storey, Group Innovation Director at EV We don’t have to remind advice and planning professionals about the fundamentals of good practice…
-
Full speed ahead or slam on the brakes? Dealmakers diverge on AI adoption without government intervention
Written by Merlin Piscitelli, Datasite Chief Revenue Officer, EMEA Artificial Intelligence (AI) is transforming industries worldwide, promising improved efficiency and productivity across…
-
PFS launches refreshed events programme for 2024
The Personal Finance Society (PFS) has launched a refreshed events programme for 2024, involving new, large-scale events, alongside extensive online and regional…
-
Square Mile appoints Louise Babin as Senior Investment Research Analyst
Square Mile Investment Consulting and Research (Square Mile) has boosted its Research & Consulting team through the appointment of Lousie Babin as…
-
New COO appointed to drive the development of the Saltus Partnership Programme
Wealth management firm Saltus has appointed Alistair Stuart as its new Chief Operating Officer to accelerate its ambitious growth plans with a focus on…
-
GRiD expects increased government focus on financial resilience in 2024
As UK plc gets ready for a new year, GRiD, the industry body for group risk, is expecting increased focus from the government…
-
Navigating your exit – maximise the value of your advisory business
As financial advisors look to the future, planning a lucrative exit from their business is often a vital consideration. With the average…
-
Perspective Financial Group Press Release
Perspective Financial Group Ltd (Perspective) is delighted to announce it completed two more acquisitions shortly before the Christmas break, meaning the Group…
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.
