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Business and Development
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Succession Makes 24th Acquisition
Succession has clocked up its 24th acquisition with the purchase of Hamilton-based Caledonia Financial Planning for £2.5m. Succession began working with Caledonia…
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The Economic Pressures To Watch Over The Coming Weeks
Head of Investment Research at Prudential Portfolio Management Group (PPMG) David Shairp outlines the economic pressures to watch over the coming weeks…
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Financial markets have priced in ‘Remain’ – but what if they are wrong?
Nigel Green, founder and CEO of deVere Group, says that financial markets appear to have already priced in a ‘remain’ outcome in…
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Advisers Must Collaborate More Says Accountancy Firm
Accountancy firm Clapton Consultants says that advisers must now work more closely with accountants in order to deliver the best financial solution…
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“How are we positioned ahead of the Brexit vote?” asks David Absolon
Investment Director at Heartwood Investment Management David Absolon said: “The Brexit vote is less than two weeks away, the margin of error…
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Revealed: Advisers’ Working Hours And Average Hourly Fee
It’s mixed news for IFAs as new research from Prudential shows how the working lives of advisers are changing. The findings showed…
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Relationship building as a client retention strategy
With more and more importance being attached to the ability of advisory firms to build long-term relationships with clients, IFA Magazine Editor…
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Aspire Completes Acquisition of Furness Client Bank
Aspire Financial Management Ltd (AFML), which is the wholly owned appointed representative of Tenet, has completed the acquisition of the client bank…
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The ETF Revolution – Inside ETFs Europe Conference – Complimentary Packs Available
Here’s the ideal chance to learn more about the future of ETFs, at the Inside ETFs Europe conference which starts on Monday…
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Stark Warning for Wealth Management Firms
A new report spells out a stark warning for wealth management firms. For those firms which don’t respond now to the ‘digital…
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