Business and Development
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Silverwood unveils third senior hire
Silverwood Wealth Management has revealed its third senior recruit, who also joins from WH Ireland. George Holloway has joined co-founders Steven Beaney…
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Evelyn Partners acquires Leathers LLP
Evelyn Partners, the leading wealth management and professional services group, is pleased to announce that it has acquired Leathers LLP, a well-established…
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What to consider when selling your IFA business – ValidPath
Angus MacNee (pictured), CEO of ValidPath, outlines a five step plan for success For most IFA business owners, retiring from or selling…
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Solomon kicks off 2023 with first minority partnership investment
Solomon Capital Holdings has completed a partnership deal with Kent-based Beaufort Financial Westerham that will see it take a minority stake in…
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Dynamic Planner’s Goss: Era of product sales over as industry embraces personal financial planning
CEO Ben Goss sets out vision for the industry and unveils new developments at 11th Annual Conference in Dynamic Planner’s milestone 20th…
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M&A deals for IFA firms up 11% in past year – record high of 440 acquisitions
The number of M&A deals targeting UK financial advisers and wealth managers has risen 11% from 398 to a record high of…
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Multiple pensions dashboards already a reality says Moneyhub in FCA and PDP consultation response
Moneyhub, the award-winning Open Data platform and alpha partner to the Pensions Dashboards Programme (PDP) has highlighted the Financial Conduct Authority’s (FCA’s)…
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M&A deals for IFA firms up 11% in past year – record high of 440 acquisitions
The number of M&A deals targeting UK financial advisers and wealth managers has risen 11% from 398 to a record high of…
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Dynamic Planner relaunches website
Dynamic Planner, the UK’s leading risk based financial planning system, has refreshed and relaunched its website to better serve adviser needs. Mirroring…
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Radiant Financial Group expands Northern region with key Yorkshire acquisition
Radiant has acquired the assets and goodwill of Doncaster-based IFA, Ethos Financial Solutions, which has £300m in AUA, as well as 18…
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